AW
AW

Annabel Whiting

22 Years of Experience
Broker

Annabel Whiting is a registered investment advisor at PNC Capital Advisors LLC, based in Phoenix, AZ, with 22 years of industry experience. Annabel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 223 clients with $43B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
IM Fee
Planning only
Assets Under Management
$42.6B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2801 E Camelback Rd, Suite 400, Phoenix, AZ, 85016

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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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Employment History
Current Registrations
PNC Capital Advisors LLC
December 2021 - Present · 4 yrs 4 mos
PNC Capital Markets LLCBroker
November 2021 - Present · 4 yrs 5 mos
Previous Registrations
Bbva Wealth Solutions INC.
January 2017 - May 2021 · 4 yrs 4 mos
Bbva Securities INC.Broker
November 2016 - May 2021 · 4 yrs 6 mos
J.P. Morgan Securities LLCBroker
January 2014 - August 2016 · 2 yrs 7 mos
Credit Suisse Securities (USA) LLCBroker
May 2012 - December 2013 · 1 yr 7 mos
Credit Suisse Asset Management Securities LLCBroker
April 2006 - June 2012 · 6 yrs 2 mos
Oppenheimerfunds Distributor, INC.Broker
April 2002 - March 2006 · 3 yrs 11 mos
State Registrations1 state
AZ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.