Ricardo Petrore is a registered investment advisor at PNC Wealth Management, based in Pittsburgh, PA, with 34 years of industry experience. Ricardo 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $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
Location
Pittsburgh Main Pnc Investments, 300 Fifth Avenue, 26th Floor, Pittsburgh, PA, 15222
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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 LLCBroker
PNC Wealth Management LLC
PNC Wealth Management
Previous Registrations
Walnut Street Securities, INC.
New England SecuritiesBroker
New England Securities Corporation
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Walnut Street Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
The Huntington Investment CompanyBroker
The Huntington Investment Company
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Primevest Financial Services, INC.Broker
Bisys Brokerage Services, INC.Broker
Spectrum Securities CorporationBroker
Marketing One Securities, INC.Broker
State Registrations1 state
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.