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William Leahy

PNC Wealth Management
19 Years of Experience
Troy, MI
1 DisclosureBroker
View SEC Summary
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William Leahy is a registered investment advisor at PNC Wealth Management, based in Troy, MI, with 19 years of industry experience. William 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

755 West Big Beaver Road, Troy, MI, 48084

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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
April 2013
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

William owns rental real estate property since 2001. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
PNC Wealth Management
June 2012 - Present · 14 yrs 4 mos
PNC Wealth Management LLCBroker
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Cig Asset Management, INC.
September 2010 - May 2012 · 1 yr 8 mos
Cig SecuritiesBroker
March 2010 - May 2012 · 2 yrs 2 mos
Morgan Stanley Smith Barney LLC
February 2010 - March 2010 · 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - March 2010 · 9 mos
Citigroup Global Markets INC.Broker
January 2009 - June 2009 · 5 mos
Advantage Capital CorporationBroker
August 1994 - December 1994 · 4 mos
Travelers Equities Sales, INC.Broker
March 1994 - August 1994 · 5 mos
The Prudential Insurance Company of AmericaBroker
October 1991 - October 1992 · 1 yr
Pruco Securities CorporationBroker
October 1991 - October 1992 · 1 yr
State Registrations7 states
FLGAKYMINCNJOH
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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