Wade Meadows, financial advisor Washington DC
96 score

Wade Meadows

CRD Number: 1182015
Current Firm: Pnc Capital Advisors LLC

Wade Meadows (CRD# 1182015) is an Investment Advisor Representative working at Pnc Capital Advisors LLC in Washington, DC and has over 15 years of experience in the finance industry. Wade Meadows has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Professional Funds Distributor King Of Prussia, PA Mar 2012 - Current 4
Pnc Institutiional Investments Washington, DC Feb 2012 - Current 4
Wells Fargo Advisors LLC Baltimore, MD Mar 2010 - Jan 2012 1
Wachovia Bank, N.a. Baltimore, MD Feb 2010 - Jan 2012 1
Brown Investment Advisory & Trust Company Baltimore, MD Dec 2008 - Jan 2010 1
Brown Advisory Securities, LLC Baltimore, MD Jun 2008 - Dec 2009 1
Citigroup Global Markets Inc. Baltimore, MD May 2007 - Jun 2008 1
Citicorp Investment Services Washington, DC Dec 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Wade M. Meadows
Phone Number: 410-237-5683
Registered State(s):
  • DC
  • MD
By the Numbers
  • Total Assets Under Management
    41,592
    MILLIONS
  • Total Number of Accounts
    10,692
    ACCOUNTS
  • Average Account Value
    $3,890,056
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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