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Gary Hamant

36 Years of Experience
Cincinnati, OH
3 DisclosuresBroker

Gary Hamant is a registered investment advisor at PNC Wealth Management, based in Cincinnati, OH, with 36 years of industry experience. Gary 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

9650 Colerain Avenue, Cincinnati, OH, 45251

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History

Regulatory History (3)
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
October 2001
Settled
Customer Dispute
August 2001
Denied
Customer Dispute
March 2001
Denied
Other Business Activities

Gary owns several rental properties through L&d of Ohio LLC, J&Z of Ohio LLC, Mt. Hope Properties LLC, and Down at the Sunset Shore LLC, since 1999. He spends minimal time on these non-investment related activities.

Employment History
Current Registrations
PNC Wealth Management
January 2004 - Present · 22 yrs 4 mos
PNC Wealth Management LLCBroker
January 2004 - Present · 22 yrs 4 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
December 1994 - June 2002 · 7 yrs 6 mos
PNC Securities CORPBroker
February 1994 - December 1994 · 10 mos
The Ohio CompanyBroker
April 1993 - March 1994 · 11 mos
The Glaser Capital CorporationBroker
April 1993 - May 1993 · 1 mo
Corporate Securities Group, INC.Broker
October 1992 - April 1993 · 6 mos
Hibbard Brown & CO., INC.Broker
March 1990 - October 1992 · 2 yrs 7 mos
State Registrations19 states
ALAZCADCFLILINKYMDMINCNENMOHSCTXVAVTWI
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.