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Gabriel Spano

25 Years of Experience
Sun City West, AZ
1 DisclosureBroker

Gabriel Spano is a registered investment advisor at PNC Wealth Management, based in Sun City West, AZ, with 25 years of industry experience. Gabriel 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

19202 N R. H. Johnson Blvd, Sun City West, AZ, 85375

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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
May 2008
Closed-No Action
Other Business Activities

Gabriel is a silent partner in Lazy Palms Sports Grill since 2015. This non-investment related activity requires minimal time.

Employment History
Current Registrations
PNC Wealth Management
August 2021 - Present · 4 yrs 11 mos
PNC Wealth Management LLCBroker
August 2021 - Present · 4 yrs 11 mos
Previous Registrations
Bbva Securities INC.Broker
May 2013 - August 2021 · 8 yrs 3 mos
PNC Managed Account Solutions, INC.
October 2010 - August 2021 · 10 yrs 10 mos
St Johns Wealth Management
September 2010 - October 2010 · 1 mo
Bbva Compass Investment Solutions, INCBroker
January 2004 - May 2013 · 9 yrs 4 mos
Banc One Securities Corporation
October 2002 - January 2004 · 1 yr 3 mos
Banc One Securities CorporationBroker
May 2002 - January 2004 · 1 yr 8 mos
C.R.I. Securities, INC.Broker
February 2001 - May 2002 · 1 yr 3 mos
Securian Financial Services, INC.Broker
February 2001 - May 2002 · 1 yr 3 mos
State Registrations46 states
AKALARAZCACOCTDEFLGAIAIDILINKSLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWY
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.
Gabriel Spano - Financial Advisor | TrueAdvisor