Terrence Norton
Terrence Norton is a registered investment advisor at PNC Wealth Management, based in Bridgewater, NJ, with 26 years of industry experience. Terrence 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
An annual fee of 0.85% applies to all accounts regardless of size.
Fee Estimator
Location
454 State Route 28, Bridgewater, NJ, 08807
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business Activities
Terrence is a landlord for a rental property since 2007. This is a non-investment related activity and requires minimal time during trading hours.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ameritrade, INC.Broker
Datek Online Financial Services LLCBroker
Datek Online Brokerage Services LLCBroker
State Registrations14 states
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
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