David Brown
David Brown is a registered investment advisor at PNC Wealth Management, based in Brunswick, OH, with 11 years of industry experience. David 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
An annual fee of 0.85% applies to all accounts regardless of size.
Fee Estimator
Location
1575 Pearl Road, Brunswick, OH, 44212
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2018Other Business Activities
David is an assistant tackle director for a youth football and cheerleading organization. This activity is not investment-related and does not occur during trading hours.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLCBroker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations6 states
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
More Advisors
- Chris FerrantePNC Wealth Management
- Derek Mantel, CFPEdward Jones