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Russell Robinson

21 Years of Experience
Little Falls, NJ
1 DisclosureBroker

Russell Robinson is a registered investment advisor at PNC Wealth Management, based in Little Falls, NJ, with 21 years of industry experience. Russell 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

150 Clove Road, Little Falls, NJ, 07424

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History

Regulatory History (1)
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Customer Dispute
October 2023
Denied
Employment History
Current Registrations
PNC Wealth Management
May 2011 - Present · 15 yrs
PNC Wealth Management LLCBroker
May 2011 - Present · 15 yrs
Previous Registrations
Chase Investment Services CORP.
March 2009 - April 2011 · 2 yrs 1 mo
Chase Investment Services CORP.Broker
October 2008 - April 2011 · 2 yrs 6 mos
Countrywide Investment Services, INC.Broker
August 2006 - September 2008 · 2 yrs 1 mo
Atlas Securities, INC.Broker
March 2006 - August 2006 · 5 mos
First Investors CorporationBroker
February 2004 - March 2006 · 2 yrs 1 mo
State Registrations19 states
CADCFLGAIDMAMDMEMINCNDNJNYOHSCTNTXVAVT
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.
Russell Robinson - Financial Advisor | TrueAdvisor