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Tanya Brown

PNC Wealth Management
18 Years of Experience
Bridgewater, NJ
1 DisclosureBroker
View SEC Summary
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Tanya Brown is a registered investment advisor at PNC Wealth Management, based in Bridgewater, NJ, with 18 years of industry experience. Tanya 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

454 State Route 28, Bridgewater, NJ, 08807

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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
August 2016
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
July 2009 - Present · 17 yrs 3 mos
PNC Wealth Management LLC
July 2009 - Present · 17 yrs 3 mos
PNC Wealth Management LLCBroker
July 2009 - Present · 17 yrs 3 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2008 - May 2009 · 1 yr 3 mos
State Registrations14 states
AZCODEFLILINMAMDNCNJNVNYPAVA
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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