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Stephen Wengryniuk

14 Years of Experience
Frederick, MD
Broker

Stephen Wengryniuk is a registered investment advisor at PNC Wealth Management, based in Frederick, MD, with 14 years of industry experience. Stephen 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

30 W. Patrick St. Suite 200, Frederick, MD, 21701

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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
PNC Investments
May 2014 - February 2016 · 1 yr 9 mos
PNC InvestmentsBroker
May 2014 - February 2016 · 1 yr 9 mos
Northwestern Mutual Investment Services,llc
May 2012 - April 2014 · 1 yr 11 mos
Northwestern Mutual Investment Services, LLCBroker
March 2011 - April 2014 · 3 yrs 1 mo
State Registrations19 states
CACODCDEFLILINKSMDMONJOHPASCTXUTVAWAWV
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.