Supreme Alliance
47yrs
Top advisor by experience in Charlotte
25yrs
Greg Warren
Financial advisor at PNC Wealth Management
Greg Warren is a fiduciary financial advisor in Charlotte, North Carolina, with 25 years in the industry. Greg joined PNC Wealth Management in 2019, after four years at Alight Financial Advisors and a year at Advice and Planning Services. PNC Wealth Management offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 21% by experience in Charlotte
Office2000 Randolph Road, Charlotte, NC 28207
How the firm is paid ?Percent of assets
Typical client at the firm ?$182,752
Advisors at the firm1,165
States licensed ?1 state
Services through PNC Wealth Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowPNC Wealth Management LLCCurrent firm
- 2015 – 2019Alight Financial Advisors, LLCPreviously
- Jun 2014 – Apr 2015
- Jun 2009 – Mar 2010Pruco Securities, LLC.Previously
- Mar 2007 – Dec 2008
Contact Greg
(800) 762-6111Firm headquarters in Pittsburgh, PA. Ask for Greg. 2000 Randolph RoadCharlotte, NC 28207Office · Get directions LinkedIn pagePNC Wealth Management
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Questions to ask Greg
Tailored to Greg’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Greg
How do I contact Greg?
Call PNC Wealth Management at (800) 762-6111 and ask for Greg Warren. Greg works from the Charlotte, NC office.
How long has Greg been a financial advisor?
Greg has been in the industry since 2001, about 25 years. Top 21% by experience in Charlotte.
What licenses does Greg hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Greg a fiduciary?
Greg is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Greg paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Greg for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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