SM
CFP
SM
CFP

Scott Melnick

13 Years of Experience
Dover, DE
Broker

Scott Melnick is a CFP-designated registered investment advisor at PNC Wealth Management, based in Dover, DE, with 13 years of industry experience. Scott 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 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
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Location

3 the Plaza, Floor 2, Dover, DE, 19901

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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 LLCBroker
July 2024 - Present · 2 yrs 3 mos
PNC Wealth Management
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Osaic Fa, INC.
May 2017 - July 2024 · 7 yrs 2 mos
Osaic Fa, INC.Broker
June 2013 - July 2024 · 11 yrs 1 mo
State Registrations8 states
CTDEFLMDNCNJPAVA
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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