BB
BB
Brian Blair
36 Years of Experience
Brick Township, NJ
1 DisclosureBroker
Brian Blair is a registered investment advisor at PNC Wealth Management, based in Brick Township, NJ, with 36 years of industry experience. Brian 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
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 Value | Annual Fee |
|---|---|
| Any | 0.85% |
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
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Location
1040 Route 70, Brick Township, NJ, 08724
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2014Settled
Other Business Activities
Brian is a musician with The Soulstirs since 2019. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
PNC Wealth Management LLCBroker
January 2004 - Present · 22 yrs 9 mos
PNC Wealth Management
January 2004 - Present · 22 yrs 9 mos
Previous Registrations
Hilliard Lyons Asset Management
June 2003 - January 2004 · 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
April 1996 - June 2002 · 6 yrs 2 mos
Essex National Securities, INC.Broker
April 1994 - May 1996 · 2 yrs 1 mo
Sei Financial Services CompanyBroker
September 1992 - May 1994 · 1 yr 8 mos
Montgomery SecuritiesBroker
April 1992 - September 1992 · 5 mos
Shearson Lehman Hutton INC.Broker
May 1988 - June 1990 · 2 yrs 1 mo
State Registrations14 states
CADEFLMAMONCNJNYOHPASCTXVAVT
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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- Angelo CiaccoPNC Wealth Management