DB
DB

Dean Brewington

25 Years of Experience
Exton, PA
Broker

Dean Brewington is a registered investment advisor at PNC Wealth Management, based in Exton, PA, with 25 years of industry experience. Dean 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

337 North Pottstown Pike, Exton, PA, 19341

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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
June 2015 - Present · 11 yrs 1 mo
PNC Wealth Management LLCBroker
June 2015 - Present · 11 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2013 - March 2014 · 7 mos
Lincoln Financial Investment Services CorporationBroker
December 2010 - May 2013 · 2 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
August 2008 - May 2013 · 4 yrs 9 mos
Lincoln Financial Securities CorporationBroker
August 2008 - September 2009 · 1 yr 1 mo
Lincoln Financial Distributors, INC.Broker
July 2008 - August 2008 · 1 mo
State Farm Vp Management CORP.Broker
December 2002 - March 2008 · 5 yrs 3 mos
Brinker Capital Securities, INC.Broker
May 2001 - August 2002 · 1 yr 3 mos
Vanguard Marketing CorporationBroker
September 1997 - September 2000 · 3 yrs
State Registrations18 states
CACOCTDEFLGAKSMAMDNCNJNVNYOHPASCTNVA
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.
Dean Brewington - Financial Advisor | TrueAdvisor