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Erin Stamper

PNC Wealth Management
36 Years of Experience
Granbury, TX
1 DisclosureBroker
View SEC Summary
View SEC Summary

Erin Stamper is a registered investment advisor at PNC Wealth Management, based in Granbury, TX, with 36 years of industry experience. Erin 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

1807 East Us Highway 377, Granbury, TX, 76049

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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
June 2021
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
August 2021 - Present · 5 yrs 2 mos
PNC Wealth Management LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Bbva Securities INC.Broker
May 2013 - August 2021 · 8 yrs 3 mos
PNC Managed Account Solutions, INC.
August 2012 - August 2021 · 9 yrs
Bbva Compass Investment Solutions, INCBroker
February 2010 - May 2013 · 3 yrs 3 mos
Guaranty Brokerage Services, INC.Broker
July 2001 - December 2009 · 8 yrs 5 mos
Capital Brokerage CorporationBroker
January 1995 - July 2001 · 6 yrs 6 mos
Essex National Securities, INC.Broker
August 1992 - December 1993 · 1 yr 4 mos
Invest Financial CorporationBroker
September 1988 - June 1992 · 3 yrs 9 mos
State Registrations6 states
CACOFLOHTXVA
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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