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Christopher Alan Banta

PNC Investments

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About Christopher Alan Banta

Christopher Banta is a financial professional with over 30 years of experience in the industry. Christopher Banta is currently registered with PNC Investments and is licensed in California. Christopher Banta specializes in providing portfolio management for individuals and businesses. In the past, Christopher Banta worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Equitable Advisors, LLC, among other firms. Christopher Banta is a Series 65, Series 63 and Series 7 licensed professional.

Firm Information

Christopher Banta is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Banta’s Registration & Firm History

CA

05/22/2024 - Present

PNC Investments (CARLSBAD CA)

CA

01/17/2023 - 04/02/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)

CA

07/07/2020 - 10/17/2022

EQUITABLE ADVISORS, LLC (SAN DIEGO CA)

NA

10/17/1994 - 02/07/1995

MONTANO SECURITIES CORPORATION

NA

01/20/1993 - 02/03/1993

CHATFIELD DEAN & CO., INC.

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Licenses & Designations

IA

Issued 03/23/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/15/2020

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Alan Banta.
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