TrueAdvisor
TrueAdvisor
JP
JP

John Pinto

PNC Wealth Management
26 Years of Experience
Cherry Hill, NJ
1 DisclosureBroker
View SEC Summary
View SEC Summary

John Pinto is a registered investment advisor at PNC Wealth Management, based in Cherry Hill, NJ, with 26 years of industry experience. John 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

200 Lake Drive East, 3rd Floor, Cherry Hill, NJ, 08002

Get directions

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 2022
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
January 2004 - Present · 22 yrs 9 mos
PNC Wealth Management LLCBroker
January 2004 - Present · 22 yrs 9 mos
Previous Registrations
Hilliard Lyons Asset Management
May 2003 - January 2004 · 8 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
May 2003 - January 2004 · 8 mos
Citigroup Global Markets INC.
June 2002 - June 2003 · 1 yr
Citigroup Global Markets INC.Broker
July 2000 - June 2003 · 2 yrs 11 mos
State Registrations20 states
CACODEFLIAMAMIMSNCNJNYOKORPARISCTXUTVAVT
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.
More Advisors
More financial advisors in Cherry Hill, NJ →All financial advisors in New Jersey →