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Kyle Vito

PNC Wealth Management
12 Years of Experience
Hamilton, NJ
1 DisclosureBroker
View SEC Summary
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Kyle Vito is a registered investment advisor at PNC Wealth Management, based in Hamilton, NJ, with 12 years of industry experience. Kyle 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.

PNC Wealth 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
—
View Full SEC Brochure

Location

155 Marketplace Boulevard, Hamilton, NJ, 08691

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2018
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management
September 2022 - Present · 4 yrs 1 mo
PNC Wealth Management LLCBroker
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Equitable Advisors, LLC
October 2014 - September 2022 · 7 yrs 11 mos
Equitable Advisors, LLCBroker
June 2014 - September 2022 · 8 yrs 3 mos
State Registrations7 states
FLNCNJNVPASCWA
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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