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Christopher Brian

Investment adviser representative at PNC Wealth Management
10 yearsExperience
1 stateRegistered in
$30.3BFirm assets
23 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. PNC Wealth Management LLCAug 2025 to now
  2. Finalis Securities LLCMay 2025 to Jul 2025
  3. Maverick Capital LLCJan 2025 to Jul 2025
  4. Newedge Securities IncAug 2024 to Dec 2024
  5. Newedge WealthAug 2024 to Dec 2024
  6. Kind Venture CapitalSep 2023 to Aug 2024
  7. Catalio Capital ManagementNov 2022 to Sep 2023
  8. UBS Financial Services incMay 2021 to Aug 2022
  9. Coller CapitalAug 2019 to Mar 2021
  10. UnemployedApr 2019 to Jul 2019
  11. Tcg Securities, L.L.C.Mar 2015 to Jan 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (MD).

PNC Wealth Management

$30.3BAssets managed
164,105Clients
1,167Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4707131
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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