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CN

Christina A. Nagy

PNC CAPITAL ADVISORS LLC
East Cherry Hill, NJ 08002
Some features on this profile are disabled
CRD#: 4631563
CN

Professional summary

Christina Anne Nagy is a registered financial advisor currently at PNC CAPITAL ADVISORS LLC located in East Cherry Hill, New Jersey and PNC CAPITAL MARKETS LLC located in Philadelphia, Pennsylvania.

Christina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Christina has worked at 4 firms and has passed the Series 66, Series 79TO, Series 57TO, Series 52TO, Series 82TO, SIE, Series 55, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Country Creek Condo Association, President, Board of Trustee; 2. Investment/rental property held under 338CC Rental LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christina Anne Nagy's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 3, 2023 - Present

PNC CAPITAL ADVISORS LLC

Office #1: 200 Lake Drive, East Cherry Hill, NJ 08002
RIA
CRD#: 151829
East Cherry Hill, NJ
Current

October 25, 2021 - Present

PNC CAPITAL MARKETS LLC

Office #1: 1600 Market St 21st Floor, Philadelphia, PA 19103
BD
CRD#: 15647
Philadelphia, PA
Past

August 14, 2006 - October 4, 2021

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
PHILADELPHIA, PA
Past

August 14, 2006 - October 4, 2021

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA
Past

March 15, 2004 - August 15, 2006

TD WEALTH MANAGEMENT SERVICES INC.

RIA
CRD#: 6940
PHILADELPHIA, PA
Past

June 5, 2003 - August 15, 2006

TD WEALTH MANAGEMENT SERVICES INC.

BD
CRD#: 6940
PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
PNC CAPITAL ADVISORS LLC
PNC CAPITAL ADVISORS LLC

CRD#: 151829 / SEC#: 801-70684

RIA
Registered Investment Advisory firm - (9/29/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New Jersey
(10/25/2021)
IAR
New Jersey
(8/3/2023)
RR
Pennsylvania
(10/25/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/12/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 12/23/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 6/4/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 9/5/2007
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/9/2004
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PC
PNC CAPITAL ADVISORS LLC
PNC CAPITAL ADVISORS LLC

CRD#: 151829 / SEC#: 801-70684

RIA
Registered Investment Advisory firm - (9/29/2009 Approved)
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Contact information

Main Address
One East Pratt Street Fifth Floor - East, Baltimore, MD 21202
Mailing Address
Phone number
(216) 222-3921
Established
Firm type
Fiscal year end
# of Employees
263

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

PCA FORM ADV PART 2A BROCHURE 2025 4 4 (4/4/2025)

Regulatory assets under management

Total Number of Accounts573
AUM (Assets Under Management)$ 42,558,194,728

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2024
Cover Page
Report
08/24/2023
Cover Page
Report
09/28/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PNC CAPITAL ADVISORS LLC

CRD#: 151829East Cherry Hill, NJ 08002

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