Alexis Carpenter
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.
- PNC Wealth Management LLCMay 2026 to now
- UnemployedMar 2026 to May 2026
- LPL Enterprise LLCOct 2025 to Mar 2026
- UnemployedNov 2024 to Oct 2025
- Aaa Life InsuranceJun 2024 to Nov 2024
- Acumen GroupJan 2024 to Jun 2024
- UnemployedAug 2023 to Jan 2024
- Hcl America, IncJan 2022 to Aug 2023
- Maryville University of St LouisAug 2019 to Dec 2021
- UnemployedDec 2018 to Sep 2019
- Western Michigan UniversityAug 2012 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 8171897
- Firm CRD
- 129052