EP
EP

Eugene Pruszynski

30 Years of Experience
Canonsburg, PA
Broker

Eugene Pruszynski is a registered investment advisor at Charles Schwab & CO., INC., based in Canonsburg, PA, with 30 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$25M+0.30%

Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1900 Main Street, Suite 219, Canonsburg, PA, 15317

Get directions

History

Regulatory History
Clean regulatory record

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
Charles Schwab & CO., INC.
March 2007 - Present · 19 yrs 2 mos
Charles Schwab & CO., INC.Broker
February 2007 - Present · 19 yrs 3 mos
Previous Registrations
Scottrade, INC.Broker
March 2005 - February 2007 · 1 yr 11 mos
Charles Schwab & CO., INC.
November 2004 - February 2005 · 3 mos
Charles Schwab & CO., INC.Broker
September 2001 - February 2005 · 3 yrs 5 mos
Lawson Financial CorporationBroker
July 2001 - August 2001 · 1 mo
Charles Schwab & CO., INC.Broker
January 2001 - July 2001 · 6 mos
T. Rowe Price Investment Services, INC.Broker
October 1995 - December 2000 · 5 yrs 2 mos
State Registrations27 states
AZCACOFLGAIDILMAMDMEMIMNMOMTNCNJNVNYOHPAPRSCSDTXUTVAWV
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.
Eugene Pruszynski - Financial Advisor | TrueAdvisor