BD
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Brian Degaetano

19 Years of Experience
Fort Payne, AL
Broker

Brian Degaetano is a registered investment advisor at PNC Wealth Management, based in Fort Payne, AL, with 19 years of industry experience. Brian 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

200 Gault Avenue North, Fort Payne, AL, 35967

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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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Other Business Activities

Brian is a percussionist/musician with the Gadsden Symphony Orchestra since 2010. He also owns Brian Degaetano Imaging as a photographer since 2020; both activities are non-investment related and require minimal time.

Employment History
Current Registrations
PNC Wealth Management
August 2021 - Present · 4 yrs 9 mos
PNC Wealth Management LLCBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
PNC Managed Account Solutions, INC.
December 2013 - August 2021 · 7 yrs 8 mos
Bbva Securities INC.Broker
December 2013 - August 2021 · 7 yrs 8 mos
Wells Fargo Advisors, LLCBroker
May 2009 - December 2013 · 4 yrs 7 mos
Wells Fargo Advisors, LLC
May 2009 - December 2013 · 4 yrs 7 mos
Metlife Securities INC.
November 2006 - May 2009 · 2 yrs 6 mos
Metlife Securities INC.Broker
August 2006 - May 2009 · 2 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
August 2006 - July 2007 · 11 mos
State Registrations10 states
ALDEFLGAKYMSNJTNTXVA
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.
Brian Degaetano - Financial Advisor | TrueAdvisor