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Stephen Trombetta

12 Years of Experience
Pittsburgh, PA
Broker

Stephen Trombetta is a registered investment advisor at PNC Capital Advisors LLC, based in Pittsburgh, PA, with 12 years of industry experience. Stephen 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 238 clients with $51B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
238 clients
Average Client Portfolio
$213.8M average
Assets Under Management
$50.9B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M0.25%
$50.0M - $100.0M0.20%
$100M+0.18%

Schedule reflects intermediate aggregate and core strategies. Other strategies have different schedules ranging from 0.15% to 0.35%. Fees may be negotiated on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

300 Fifth Ave, Pittsburgh, PA, 15222

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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 Capital Advisors LLC
June 2020 - Present · 6 yrs 4 mos
PNC Capital Markets LLC
May 2020 - Present · 6 yrs 5 mos
PNC Capital Markets LLCBroker
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
PNC Investments
March 2014 - February 2020 · 5 yrs 11 mos
PNC InvestmentsBroker
January 2014 - February 2020 · 6 yrs 1 mo
State Registrations1 state
PA
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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