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Mary Stith

PNC Wealth Management
25 Years of Experience
Cincinnati, OH
1 DisclosureBroker
View SEC Summary
View SEC Summary

Mary Stith is a registered investment advisor at PNC Wealth Management, based in Cincinnati, OH, with 25 years of industry experience. Mary 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

4201 Bridgetown Road, Cincinnati, OH, 45211

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History

Regulatory History (1)
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
October 2009
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management LLCBroker
January 2017 - Present · 9 yrs 9 mos
PNC Wealth Management
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2013 - January 2015 · 2 yrs
Raymond James Financial Services, INC.Broker
January 2013 - January 2015 · 2 yrs
Edward Jones
December 2010 - April 2012 · 1 yr 4 mos
Edward JonesBroker
November 2010 - April 2012 · 1 yr 5 mos
Fifth Third Securities, INC.Broker
November 2006 - December 2010 · 4 yrs 1 mo
Natcity Investments, INC.Broker
October 2004 - October 2006 · 2 yrs
Natcity Investments, INC.
August 2004 - October 2006 · 2 yrs 2 mos
Provident Investment Advisors INC
May 2002 - October 2004 · 2 yrs 5 mos
Red Capital Markets, INC.Broker
July 1999 - October 2004 · 5 yrs 3 mos
Edward D. Jones & CO., L.P.Broker
September 1998 - May 1999 · 8 mos
State Registrations6 states
FLGAINKYOHVA
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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