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Adam Kenley

21 Years of Experience
Broker

Adam Kenley is a registered investment advisor at PNC Wealth Management, based in Akron, OH, with 21 years of industry experience. Adam 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

3557 S. Arlington Road, Akron, OH, 44312

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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
February 2012 - Present · 14 yrs 2 mos
PNC Wealth Management LLCBroker
February 2012 - Present · 14 yrs 2 mos
Previous Registrations
The Huntington Investment CompanyBroker
June 2010 - February 2012 · 1 yr 8 mos
PNC InvestmentsBroker
November 2009 - June 2010 · 7 mos
Natcity Investments, INC.Broker
August 2006 - November 2009 · 3 yrs 3 mos
W&s Brokerage Services, INC.Broker
August 2005 - August 2006 · 1 yr
Pruco Securities, LLC.Broker
October 2004 - July 2005 · 9 mos
State Registrations12 states
COFLILINMDNCNVOHSCSDTNUT
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.