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Stephen Trombetta

11 Years of Experience
Broker

Stephen Trombetta is a registered investment advisor at PNC Capital Advisors LLC, based in Pittsburgh, PA, with 11 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 223 clients with $43B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
IM Fee
Planning only
Assets Under Management
$42.6B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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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 · 5 yrs 10 mos
PNC Capital Markets LLC
May 2020 - Present · 5 yrs 11 mos
PNC Capital Markets LLCBroker
May 2020 - Present · 5 yrs 11 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.