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Mohammad Rehan

PNC Wealth Management
30 Years of Experience
Leesburg, VA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Mohammad Rehan is a registered investment advisor at PNC Wealth Management, based in Leesburg, VA, with 30 years of industry experience. Mohammad 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

606 South King Street, Leesburg, VA, 20175

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History

Regulatory History (2)
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 2012
Settled
Customer Dispute
November 2011
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
September 2005 - Present · 21 yrs 1 mo
PNC Wealth Management LLCBroker
July 2005 - Present · 21 yrs 3 mos
Previous Registrations
Suntrust Securities, INC.
June 2002 - April 2005 · 2 yrs 10 mos
Suntrust Securities, INC.Broker
June 2001 - April 2005 · 3 yrs 10 mos
Quick & Reilly, INC.Broker
August 2000 - June 2001 · 10 mos
Fleet Enterprises, INC.Broker
October 1999 - August 2000 · 10 mos
Republic Financial Services CorporationBroker
September 1995 - October 1999 · 4 yrs 1 mo
State Registrations18 states
AKCACODCFLGAIDMAMDMINCNMNYOHORTXUTVA
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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