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Kristopher Schwarte

PNC Investments

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About Kristopher Schwarte

Kristopher Schwarte is a financial advisor with PNC Investments. Kristopher has been working in the financial industry since 2012. Kristopher has experience working with individuals, businesses, and retirement plans. Kristopher has Series 7 and Series 66 licenses, in addition to a SIE. Kristopher is currently registered with the state of Indiana as both a broker and investment advisor.

Firm Information

Kristopher Schwarte 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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Kristopher Schwarte’s Registration & Firm History

IN

08/07/2024 - Present

PNC Investments (BEECH GROVE IN)

OH

08/22/2023 - 08/15/2024

W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)

CO

07/27/2021 - 07/19/2023

EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

OH

03/31/2021 - 07/16/2021

PFS INVESTMENTS INC. (CINCINNATI OH)

OH

02/26/2018 - 04/28/2020

TD AMERITRADE, INC. (WEST CHESTER OH)

KY

06/29/2017 - 02/26/2018

SCOTTRADE, INC. (FLORENCE KY)

KY

03/09/2016 - 06/13/2017

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

KY

08/03/2010 - 08/20/2015

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 11/16/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/09/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kristopher Schwarte. Review regulatory record here.
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