SP
SP

Sean Pelinsky

17 Years of Experience
Erie, PA
Broker

Sean Pelinsky is a registered investment advisor at PNC Wealth Management, based in Erie, PA, with 17 years of industry experience. Sean 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

901 State Street, Erie, PA, 16501

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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
May 2016 - Present · 10 yrs
PNC Wealth Management LLCBroker
May 2016 - Present · 10 yrs
Previous Registrations
Scottrade, INC.Broker
August 2015 - May 2016 · 9 mos
PNC Investments
June 2015 - August 2015 · 2 mos
PNC InvestmentsBroker
April 2015 - August 2015 · 4 mos
Scottrade, INC.Broker
September 2013 - April 2015 · 1 yr 7 mos
LPL Financial LLCBroker
October 2010 - March 2013 · 2 yrs 5 mos
LPL Financial CorporationBroker
September 2009 - September 2010 · 1 yr
Ecm Securities CORP.Broker
November 2007 - December 2008 · 1 yr 1 mo
Waddell & Reed, INC.Broker
February 2007 - November 2007 · 9 mos
State Registrations7 states
CTFLNCNYOHPASC
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.
Sean Pelinsky - Financial Advisor | TrueAdvisor