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Christopher Todd

PNC Wealth Management
12 Years of Experience
Dallas, TX
2 DisclosuresBroker
View SEC Summary
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Christopher Todd is a registered investment advisor at PNC Wealth Management, based in Dallas, TX, with 12 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.

PNC Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
1167 advisors
Number of Clients
164,105 clients
Average Client Portfolio
$184K average
Assets Under Management
$30.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

An annual fee of 0.85% applies to all accounts regardless of size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

200 Crescent Ct Ste 400, Dallas, TX, 75201-7937

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2026
Pending
Financial
November 2021
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
October 2021 - Present · 5 yrs
PNC Wealth Management LLC
October 2021 - Present · 5 yrs
PNC Wealth Management LLCBroker
October 2021 - Present · 5 yrs
Previous Registrations
PNC Managed Account Solutions, INC.
May 2016 - October 2021 · 5 yrs 5 mos
Bbva Securities INC.Broker
September 2015 - October 2021 · 6 yrs 1 mo
TD Ameritrade, INC.Broker
March 2014 - September 2015 · 1 yr 6 mos
TD Ameritrade Clearing, INC.Broker
February 2014 - September 2015 · 1 yr 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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