MS
MS
Meghan Stone
18 Years of Experience
Meadville, PA
1 DisclosureBroker
Meghan Stone is a registered investment advisor at PNC Wealth Management, based in Meadville, PA, with 18 years of industry experience. Meghan 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.
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 Value | Annual Fee |
|---|---|
| Any | 0.85% |
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
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Location
201 Chestnut Street, Meadville, PA, 16335
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
October 2010Employment History
Current Registrations
PNC Wealth Management LLCBroker
February 2015 - Present · 11 yrs 8 mos
PNC Wealth Management
February 2015 - Present · 11 yrs 8 mos
Previous Registrations
Cco Investment Services CORP.
June 2014 - March 2015 · 9 mos
Cco Investment Services CORP.Broker
June 2014 - March 2015 · 9 mos
LPL Financial LLC
January 2011 - July 2014 · 3 yrs 6 mos
LPL Financial LLCBroker
January 2011 - July 2014 · 3 yrs 6 mos
Metlife Securities INC.
March 2009 - November 2010 · 1 yr 8 mos
Metlife Securities INC.Broker
February 2008 - November 2010 · 2 yrs 9 mos
State Registrations10 states
FLGAILMINVOHPASCVAWA
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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