WM
CFP · ChFC
WM
CFP · ChFC

Wade Maglenn Meadows

28 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
223 clients
Average Client Portfolio
$190.8M average
Assets Under Management
$42.6B
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Location

4720 Piedmont Row Drive, STE 200, Charlotte, NC, 28210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Wade is the Secretary/Assistant Secretary for the Dilworth at Oriole HOA, a homeowners association for 5 townhomes where he lives. This activity is not investment-related.

Employment History
Current Registrations
PNC Capital Markets LLCBroker
March 2020 - Present · 5 yrs 11 mos
PNC Capital Advisors LLC
April 2012 - Present · 13 yrs 10 mos
Previous Registrations
PNC Funds Distributor, LLCBroker
March 2012 - December 2019 · 7 yrs 9 mos
Wells Fargo Advisors, LLCBroker
March 2010 - November 2011 · 1 yr 8 mos
Wells Fargo Advisors, LLC
March 2010 - November 2011 · 1 yr 8 mos
Brown Advisory Securities, LLCBroker
June 2008 - December 2009 · 1 yr 6 mos
Brown Advisory Securities, LLC
June 2008 - December 2009 · 1 yr 6 mos
Citigroup Global Markets INC.Broker
May 2007 - June 2008 · 1 yr 1 mo
Citigroup Global Markets INC.
May 2007 - June 2008 · 1 yr 1 mo
Citicorp Investment Services
August 2006 - May 2007 · 9 mos
Citicorp Investment ServicesBroker
December 2005 - May 2007 · 1 yr 5 mos
Banc of America Investment Services, INC.
December 2002 - December 2005 · 3 yrs
Banc of America Investment Services, INC.Broker
September 2001 - December 2005 · 4 yrs 3 mos
MML Investors Services, INC.Broker
May 1990 - September 1995 · 5 yrs 4 mos
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.