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John Ruebsteck

27 Years of Experience
Cleveland, OH
Broker

John Ruebsteck is a registered investment advisor at PNC Wealth Management, based in Cleveland, OH, with 27 years of industry experience. John 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

John is an owner and landlord of a rental property since 2020. This activity is not investment-related and requires minimal time during trading hours.

Employment History
Current Registrations
PNC Wealth Management
June 2018 - Present · 7 yrs 11 mos
PNC Wealth Management LLC
June 2018 - Present · 7 yrs 11 mos
PNC Wealth Management LLCBroker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
LPL Financial LLC
December 2017 - June 2018 · 6 mos
Stratos Wealth Partners, LTD
March 2014 - December 2017 · 3 yrs 9 mos
LPL Financial LLCBroker
March 2014 - June 2018 · 4 yrs 3 mos
Huntington Wealth Planning Advisors
January 2008 - November 2009 · 1 yr 10 mos
The Huntington Investment Company
April 2006 - March 2014 · 7 yrs 11 mos
The Huntington Investment CompanyBroker
August 1998 - March 2014 · 15 yrs 7 mos
State Registrations24 states
ALDCDEFLGAILINKYMDMIMONCNENJNYOHORPASCTXVAWAWIWV
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.