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Anthony Indelicato

14 Years of Experience
Manasquan, NJ
1 DisclosureBroker

Anthony Indelicato is a registered investment advisor at PNC Wealth Management, based in Manasquan, NJ, with 14 years of industry experience. Anthony 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

107 Main Street, Manasquan, NJ, 08736

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History

Regulatory History (1)
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Financial
October 2018
Final
Other Business Activities

Anthony is the owner of Safe at 3rd Sportscards LLC. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
PNC Wealth Management
May 2024 - Present · 2 yrs
PNC Wealth Management LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Advisors
March 2022 - May 2024 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
February 2022 - May 2024 · 2 yrs 3 mos
Hornor, Townsend & Kent, LLC
March 2021 - February 2022 · 11 mos
Hornor, Townsend & Kent, LLCBroker
April 2011 - February 2022 · 10 yrs 10 mos
State Registrations5 states
FLNJNYPAVA
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.
Anthony Indelicato - Financial Advisor | TrueAdvisor