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AS
AS
Adam C Snell
PNC Investments
9 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
PNC Investments
Compensation
Fee-Only (AUM)
Firm Size
1033 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B
Fee Structure
Minimum Investment:
$250K
Financial Planning:
Investment management only
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $250K
2.00%
$250K - $500K
1.75%
$500K - $1.0M
1.50%
$1.0M - $2.0M
1.25%
$2.0M - $4.0M
1.00%
$4M+
1.00%
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
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Location
2000 Randolph Road, Charlotte, NC, 28207
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Employment Separation After Allegations
September 2020
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management LLC
Broker
October 2020 - Present · 5 yrs 4 mos
PNC Wealth Management LLC
October 2020 - Present · 5 yrs 4 mos
PNC Wealth Management
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2016 - September 2020 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
February 2016 - September 2020 · 4 yrs 7 mos
State Registrations
31 states
AL
AZ
CA
CO
CT
DC
DE
FL
GA
IA
IL
IN
KS
KY
MD
MI
MO
MT
NC
NJ
NY
OH
OR
PA
SC
TX
VA
VT
WA
WI
WV
Advisor
Broker
Both
Exams
No exam information available for this advisor.