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Pete Angelokostopoulos

PNC Wealth Management
20 Years of Experience
Cleveland, OH
1 DisclosureBroker
View SEC Summary
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Pete Angelokostopoulos is a registered investment advisor at PNC Wealth Management, based in Cleveland, OH, with 20 years of industry experience. Pete 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

Cleveland Main Pnc Investments, 1900 East 9th Street, Cleveland, OH, 44114

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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
March 2019
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management LLCBroker
September 2010 - Present · 16 yrs 1 mo
PNC Wealth Management
September 2010 - Present · 16 yrs 1 mo
Previous Registrations
Cleveland Research Company LLCBroker
March 2007 - March 2010 · 3 yrs
Ftn Midwest Securities CORP.Broker
April 2005 - July 2006 · 1 yr 3 mos
State Registrations12 states
ALAZDCFLGAINMINCOHPATNVA
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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