KD
KD

Kerry Doyle

24 Years of Experience
Pittsburgh, PA
Broker

Kerry Doyle is a registered investment advisor at PNC Wealth Management, based in Pittsburgh, PA, with 24 years of industry experience. Kerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities. Their firm serves 157,536 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1116 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $4.0M1.00%
$4M+1.00%

Fees negotiable for accounts over $4,000,000. From time-to-time, we offer discounted pricing programs at our discretion. For example, current employees of PNCWM and their immediate family members are eligible for employee pricing.

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

Pittsburgh Main Pnc Investments, 300 Fifth Avenue, 26th Floor, Pittsburgh, PA, 15222

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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.

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Employment History
Current Registrations
PNC Wealth Management LLCBroker
April 2016 - Present · 10 yrs 3 mos
PNC Wealth Management
April 2016 - Present · 10 yrs 3 mos
Previous Registrations
PNC Investments
September 2007 - May 2014 · 6 yrs 8 mos
PNC InvestmentsBroker
September 2007 - May 2014 · 6 yrs 8 mos
Intersecurities, INC.Broker
July 2004 - September 2005 · 1 yr 2 mos
Intersecurities, INC.
July 2004 - September 2005 · 1 yr 2 mos
Federated Investment Counseling
August 2002 - March 2004 · 1 yr 7 mos
Federated Securities CORP.Broker
February 1997 - March 2004 · 7 yrs 1 mo
State Registrations1 state
PA
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.