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John Hereza

PNC Wealth Management
40 Years of Experience
Saginaw, MI
1 DisclosureBroker
View SEC Summary
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John Hereza is a registered investment advisor at PNC Wealth Management, based in Saginaw, MI, with 40 years of industry experience. John 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

2322 Tittabawassee Rd, Saginaw, MI, 48604

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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
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
September 2010 - Present · 16 yrs 1 mo
PNC Wealth Management LLCBroker
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Natcity Investments, INC.Broker
April 1998 - November 2009 · 11 yrs 7 mos
Natcity Insurance Services, INC.Broker
February 1991 - December 2001 · 10 yrs 10 mos
Equico Securities, INC.Broker
March 1986 - October 1990 · 4 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1986 - October 1990 · 4 yrs 7 mos
State Registrations9 states
FLGAMINCORSCTNTXVA
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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