Emil Defeo is a ChFC-designated registered investment advisor at PNC Wealth Management, based in Bridgewater, NJ, with 41 years of industry experience. Emil 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
An annual fee of 0.85% applies to all accounts regardless of size.
Fee Estimator
Location
454 State Route 28, Bridgewater, NJ, 08807
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
Primevest Financial Services, INC.
Bancnorth Investment Group, INC.Broker
Essex National Securities, INC.
Essex National Securities, INC.Broker
Essex National Securities, INC.Broker
Financial Horizons Securities CorporationBroker
Citicorp Investment ServicesBroker
Gna Securities, INC.Broker
Travelers Equities Sales, INC.Broker
State Registrations4 states
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
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