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David Massey

PNC Wealth Management
29 Years of Experience
Horsham, PA
1 DisclosureBroker
View SEC Summary
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David Massey is a registered investment advisor at PNC Wealth Management, based in Horsham, PA, with 29 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.

PNC Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
1167 advisors
Number of Clients
164,105 clients
Average Client Portfolio
$184K average
Assets Under Management
$30.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

An annual fee of 0.85% applies to all accounts regardless of size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

655 Business Center Drive, Floor 1 and 2, Horsham, PA, 19044

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

David co-owns a business with his spouse, Sandra Massey, and spends minimal time on it. He also partners with his spouse on a rental property, spending minimal time accepting rent and reviewing bills and financials, and owns another rental property since October 2024.

Employment History
Current Registrations
PNC Wealth Management
June 2012 - Present · 14 yrs 4 mos
PNC Wealth Management LLCBroker
April 2012 - Present · 14 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
October 2000 - March 2012 · 11 yrs 5 mos
First Union Brokerage Services, INC.Broker
June 1999 - October 2000 · 1 yr 4 mos
Nylife Securities INC.Broker
February 1997 - June 1999 · 2 yrs 4 mos
State Registrations19 states
ALAZCADCDEFLGAILKSMDMINCNJNYPASCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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