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Adrian Phipps

PNC Wealth Management
22 Years of Experience
Strongsville, OH
1 DisclosureBroker
View SEC Summary
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Adrian Phipps is a registered investment advisor at PNC Wealth Management, based in Strongsville, OH, with 22 years of industry experience. Adrian 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

15467 Pearl Road, Strongsville, OH, 44136

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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
December 2022
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
July 2025 - Present · 1 yr 3 mos
PNC Wealth Management LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2021 - June 2025 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2021 - June 2025 · 3 yrs 8 mos
Fifth Third Securities, INC.
March 2009 - October 2021 · 12 yrs 7 mos
Fifth Third Securities, INC.Broker
March 2009 - October 2021 · 12 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2005 - February 2009 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2005 - February 2009 · 4 yrs 1 mo
Equity Services, INC.Broker
April 2004 - October 2004 · 6 mos
State Registrations2 states
ALOH
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.
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