MS
MS

Michael Stuneck

28 Years of Experience
Cleveland, OH
Broker

Michael Stuneck is a registered investment advisor at PNC Wealth Management, based in Cleveland, OH, with 28 years of industry experience. Michael 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

1900 E. 9th Street, Cleveland, OH, 44114

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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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Other Business Activities

Michael works as a freelance musician, providing musical performances. This activity is not investment-related and does not occur during trading hours.

Employment History
Current Registrations
PNC Wealth Management
May 2012 - Present · 14 yrs
PNC Wealth Management LLC
November 2009 - Present · 16 yrs 6 mos
PNC Wealth Management LLCBroker
November 2009 - Present · 16 yrs 6 mos
Previous Registrations
Natcity Investments, INC.Broker
March 2008 - November 2009 · 1 yr 8 mos
Natcity Investments, INC.Broker
February 2008 - March 2008 · 1 mo
Nylife Securities LLCBroker
December 2004 - February 2008 · 3 yrs 2 mos
MML Investors Services, INC.Broker
May 2004 - November 2004 · 6 mos
Park Avenue Securities LLCBroker
October 2000 - June 2004 · 3 yrs 8 mos
Pruco Securities CorporationBroker
February 1997 - October 2000 · 3 yrs 8 mos
State Registrations33 states
AKALARAZCACOCTDCDEFLGAILINKYMAMDMIMNMOMTNCNJNVNYOHOKPASCTXVAWAWIWV
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.
Michael Stuneck - Financial Advisor | TrueAdvisor