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Christina Carey

Investment adviser representative at PNC Wealth Management
14 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

14 years in the industry.

  1. PNC Wealth Management LLCNov 2023 to now
  2. PNC Investments LLCNov 2023 to now
  3. Charles Schwab & Co., Iinc.Nov 2021 to Nov 2023
  4. Charles Schwab Bank SsbNov 2021 to Nov 2023
  5. Bancwest Investment Services, Inc.Jun 2020 to Nov 2021
  6. SelfMay 2015 to Dec 2017
  7. J.P. Morgan Securities LLCOct 2012 to May 2020
  8. JPMorgan Chase Bank, N.AMar 2012 to May 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 66 · Uniform Combined State Law2010

State registrations

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

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
5448898
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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