Justin
Chapman

Pnc Investments

CRD#6516262
Investment Advisor
in Charlotte, NC

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About this Advisor

Justin Chapman is a financial advisor who works out of Charlotte, North Carolina with 2 years of industry experience. Chapman works at Pnc Investments. Throughout their career, Chapman has worked at Securian Financial Services Inc, Minnesota Life, Virginia Asset Management, Chapman Funeral Home, Gray, Griffith And Mays Cpa, Wells Fargo Advisors, Massmutual Life Insurance Company, Mml Investors Services, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Morgan Stanley, Morgan Stanley Private Bank, N.A and Pnc Investments, LLC. Chapman maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Pnc Investments is a registered investment company operating out of Pittsburgh, PA. The firm has offices in 583 locations and a total of 1,218 employees. It controls $22 billion in assets among its 152,386 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 203 charitable organizations. Of its 152,386 client accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets. Pnc Investments has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

200 Providence Rd.
Charlotte, NC 28207

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

NC Average: $15,833,994,310
Total Number of Employees

1,218

NC Average: 41
Total Number of Accounts

152,386

NC Average: 3,342
Average Account Size

$141,941

NC Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Justin Chapman Work History

Justin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Pnc Investments, LLC

2019 - 2021 (2 years)

Morgan Stanley

2019 - 2021 (2 years)

Morgan Stanley Private Bank, N.A

2016 - 2016 (< 1 year)

Mml Investors Services

2016 - 2016 (< 1 year)

Wells Fargo Advisors LLC

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2015 - 2015 (< 1 year)

Securian Financial Services Inc

2015 - 2015 (< 1 year)

Minnesota Life

2015 - 2015 (< 1 year)

Virginia Asset Management

2015 - 2016 (1 year)

Massmutual Life Insurance Company

2014 - 2014 (< 1 year)

Wells Fargo Advisors

2013 - 2013 (< 1 year)

Gray, Griffith And Mays Cpa

2007 - 2019 (12 years)

Chapman Funeral Home

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Justin Chapman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pnc Investments

Gregory Blake
Pittsburgh, PA
Robert Davidson
Pittsburgh, PA
Christopher Todd
Cleveland, OH
Abby Smith
Pittsburgh, PA
Tom Hornak
Avon, IN
Daphne Warner
Dayton, OH
Dennis Lacey
Emerson, NJ
Nicholas Sarnacki
South Lyon, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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