DZ
DZ

David Zabela

23 Years of Experience
Moon Township, PA
Broker

David Zabela is a registered investment advisor at PNC Wealth Management, based in Moon Township, PA, with 23 years of industry experience. David 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

931 Brodhead Road, Moon Township, PA, 15108

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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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Employment History
Current Registrations
PNC Wealth Management LLCBroker
January 2024 - Present · 2 yrs 4 mos
PNC Wealth Management
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Fort Pitt Capital Group, LLC
October 2020 - September 2023 · 2 yrs 11 mos
Key Investment Services LLCBroker
July 2019 - October 2020 · 1 yr 3 mos
TD Ameritrade, INC.
February 2018 - November 2018 · 9 mos
TD Ameritrade, INC.Broker
February 2018 - November 2018 · 9 mos
TD Ameritrade Investment Management, LLC
February 2018 - November 2018 · 9 mos
Scottrade Investment Management
January 2017 - February 2018 · 1 yr 1 mo
Scottrade, INC.Broker
August 2015 - February 2018 · 2 yrs 6 mos
TD Ameritrade, INC.Broker
January 2012 - July 2015 · 3 yrs 6 mos
TD Ameritrade, INC.
January 2012 - July 2015 · 3 yrs 6 mos
Amerivest Investment Management, LLC
January 2012 - October 2014 · 2 yrs 9 mos
Strategic Advisers, INC.
September 2007 - October 2011 · 4 yrs 1 mo
Fidelity Brokerage Services LLCBroker
March 2001 - October 2011 · 10 yrs 7 mos
State Registrations3 states
OHPAVA
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.