Kristopher Schwarte
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.
- PNC Wealth Management LLCAug 2024 to now
- PNC InvestmentsAug 2024 to now
- W&s Brokerage Services, Inc.Jul 2023 to Aug 2024
- Western & Southern LifeJul 2023 to Aug 2024
- Gwfs Equities, IncJul 2021 to Jul 2023
- Pfs Investments Inc.Mar 2021 to Jul 2021
- Primerica Financial ServicesJan 2021 to Jul 2021
- Cengage LearningApr 2020 to May 2021
- TD Ameritrade Investment Management, LLCFeb 2018 to Apr 2020
- TD Ameritrade, Inc.Feb 2018 to Apr 2020
- Scottrade IncJun 2017 to Feb 2018
- Fidelity Brokerage Services LLCJan 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 5793668
- Firm CRD
- 129052