Matthew Tarantino
Matthew Tarantino is a CFP-designated registered investment advisor at PNC Wealth Management, based in St. Augustine, FL, with 11 years of industry experience. Matthew 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $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
Location
1695 Us Highway 1 S, St. Augustine, FL, 32084
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Matthew is a manager at M and S Rental Properties LLC since 2017. This non-investment related activity requires minimal time during trading hours.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Commonwealth Financial NetworkBroker
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.