Careena
Patel

Pnc Investments

CRD#5444676
Investment Advisor
in Carrollton, TX

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About this Advisor

Careena Patel is a financial advisor working out of Carrollton, Texas, with 11 years in the industry. Patel is an employee of Pnc Investments. Their career trajectory has included roles at First Niagara Securities, Fidelity Brokerage Services LLC, Bbva Securities Inc, Compass Bank, Bbva Wealth Solutions Inc, Bbva Compass Insurance Agency, Inc and Pnc Investments. Patel has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Pnc Investments is a business headquartered in Carrollton, Texas. The firm has offices in 804 locations and a total of 1,516 employees. It controls $26 billion in assets across its 150,141 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 211 charitable organizations. Of its 150,141 customer accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets available to invest. Pnc Investments performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically vary depending on which service is offered. Fee types charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

Disclosures

No

Office Location

3040 East Trinity Mills Road
Carrollton, TX 75006

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Pnc Investments Brokerage Details

Total Assets Under Management

$26,424,820,270

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

1,516

TX Average: 41
Total Number of Accounts

150,141

TX Average: 3,342
Average Account Size

$176,000

TX Average: $4,737,880

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Investment Advisory Services

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

Careena Patel Work History

Careena has 11 years of experience.

2021 - Present (1 year)

Pnc Investments

2016 - 2021 (5 years)

Bbva Securities Inc

2016 - 2021 (5 years)

Compass Bank

2016 - 2021 (5 years)

Bbva Wealth Solutions Inc

2016 - 2021 (5 years)

Bbva Compass Insurance Agency, Inc

2015 - 2016 (1 year)

Fidelity Brokerage Services LLC

2011 - 2014 (3 years)

First Niagara Securities

Disclosures

Careena Patel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Christopher Todd
Dallas, TX
Samuel Annaian
Mars, PA
James Hardwick
Catonsville, MD
Michael Storch
Maryland Line, MD
Phillip Elias
Pittsburgh, PA
Brian Haschke
Canonsburg, PA
Joseph Geronimo
Pittsburgh, PA
Theresa Flynn
Cleveland, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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