GV
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George Vangelakos

33 Years of Experience
Bergenfield, NJ
Broker

George Vangelakos is a registered investment advisor at PNC Wealth Management, based in Bergenfield, NJ, with 33 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1116 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $4.0M1.00%
$4M+1.00%

Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

370 South Washington Avenue, Bergenfield, NJ, 07621

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
PNC Wealth Management
May 2011 - Present · 15 yrs 2 mos
PNC Wealth Management LLCBroker
May 2011 - Present · 15 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
May 2006 - May 2011 · 5 yrs
Wells Fargo Advisors, LLCBroker
May 2006 - May 2011 · 5 yrs
UBS Financial Services INC.
June 2002 - January 2006 · 3 yrs 7 mos
UBS Financial Services INC.Broker
January 2000 - January 2006 · 6 yrs
A. G. Edwards & Sons, INC.Broker
May 1992 - February 2000 · 7 yrs 9 mos
State Registrations9 states
CADEFLGAMANJNYPATX
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.
George Vangelakos - Financial Advisor | TrueAdvisor