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Timothy Albert
29 Years of Experience
Sewickley, PA
3 DisclosuresBroker
Timothy Albert is a registered investment advisor at PNC Wealth Management, based in Sewickley, PA, with 29 years of industry experience. Timothy 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.
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 Value | Annual Fee |
|---|---|
| Any | 0.85% |
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
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Location
401 Beaver Street, Sewickley, PA, 15143
Get directionsHistory
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
May 2022Settled
Customer Dispute
March 2022Settled
Customer Dispute
August 2007Denied
Employment History
Current Registrations
PNC Wealth Management
January 2005 - Present · 21 yrs 9 mos
PNC Wealth Management LLCBroker
January 2005 - Present · 21 yrs 9 mos
Previous Registrations
Wachovia Securities, LLCBroker
July 2003 - December 2004 · 1 yr 5 mos
Prudential Securities IncorporatedBroker
July 2001 - July 2003 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1998 - July 2001 · 2 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - November 1998 · 5 mos
Sagemark Consulting, INC.Broker
March 1997 - August 1998 · 1 yr 5 mos
Vtr Capital, INC.Broker
July 1996 - December 1996 · 5 mos
State Registrations19 states
AZCACOFLINMEMIMSNCNJNMNYOHPASCTNTXVAWV
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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