Supreme Alliance
47yrs
Top advisor by experience in Charlotte
1yr
Ranjini Pathak
Financial advisor at PNC Wealth Management
Ranjini Pathak is a fiduciary financial advisor in Charlotte, North Carolina, with 1 year in the industry. Ranjini joined PNC Wealth Management in 2026, after a year at Fifth Third Securities. 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
Experience1 years (since 2025)
How that compares ?1 years in the industry
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
- Aug 2026 – nowPNC Wealth Management LLCCurrent firm
- Jul 2025 – Aug 2026Fifth Third Securities, Inc.Previously
Contact Ranjini
(800) 762-6111Firm headquarters in Pittsburgh, PA. Ask for Ranjini. 2000 Randolph RoadCharlotte, NC 28207Office · Get directions LinkedIn pagePNC Wealth Management
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Questions to ask Ranjini
Tailored to Ranjini’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ranjini
How do I contact Ranjini?
Call PNC Wealth Management at (800) 762-6111 and ask for Ranjini Pathak. Ranjini works from the Charlotte, NC office.
How long has Ranjini been a financial advisor?
Ranjini has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Ranjini hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ranjini a fiduciary?
Ranjini is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ranjini paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Ranjini 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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