Joseph Wiseman Martin

PNC Capital Advisors LLC

19 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

PNC Capital Advisors LLC

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

Location

200 Crescent Court, Suite 400, Dallas, TX, 75201

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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.

Other Business Activities

Joseph is a trustee of BridgeYear and a board member of Connect Community, both non-profit organizations in Houston, TX. These activities are not investment-related.