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Gregory Resnick

19 Years of Experience
Lyndhurst, OH
Broker

Gregory Resnick is a registered investment advisor at PNC Wealth Management, based in Lyndhurst, OH, with 19 years of industry experience. Gregory 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

5055 Mayfield Rd, Lyndhurst, OH, 44124

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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
October 2022 - Present · 3 yrs 7 mos
PNC Wealth Management
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Equitable Advisors, LLC
July 2018 - October 2022 · 4 yrs 3 mos
Equitable Advisors, LLCBroker
July 2018 - October 2022 · 4 yrs 3 mos
Citizens Securities, INC.Broker
September 2014 - July 2018 · 3 yrs 10 mos
Citizens Securities, INC.
September 2014 - July 2018 · 3 yrs 10 mos
Fifth Third Securities, INC.
June 2012 - September 2014 · 2 yrs 3 mos
Fifth Third Securities, INC.Broker
August 2010 - September 2014 · 4 yrs 1 mo
The Huntington Investment CompanyBroker
February 2006 - July 2010 · 4 yrs 5 mos
State Registrations5 states
MINJOHPASC
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.
Gregory Resnick - Financial Advisor | TrueAdvisor