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ChFC
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ChFC

Steve Mangold

PNC Wealth Management
28 Years of Experience
Houston, TX
1 DisclosureBroker
View SEC Summary
View SEC Summary

Steve Mangold is a ChFC-designated registered investment advisor at PNC Wealth Management, based in Houston, TX, with 28 years of industry experience. Steve 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

2200 Post Oak Blvd, Houston, TX, 77056

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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
December 2025
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
August 2026 - Present · 2 mos
PNC Wealth Management LLCBroker
August 2026 - Present · 2 mos
Previous Registrations
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December 2025 - February 2026 · 2 mos
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November 2019 - February 2026 · 6 yrs 3 mos
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July 2006 - September 2007 · 1 yr 2 mos
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State Registrations1 state
TX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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