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Zacharry Wilson
8 Years of Experience
Tampa, FL
1 DisclosureBroker
Zacharry Wilson is a registered investment advisor at PNC Wealth Management, based in Tampa, FL, with 8 years of industry experience. Zacharry 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
Fee-Only (% of Portfolio)
Firm Size
1116 advisors
Number of Clients
157,536 clients
Average Client Portfolio
$168K average
Assets Under Management
$26.5B
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Tampa, FL
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Regulatory History (1)
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Judgment / Lien
March 2025Employment History
Current Registrations
PNC Wealth Management
March 2023 - Present · 3 yrs 4 mos
PNC Wealth Management LLCBroker
March 2023 - Present · 3 yrs 4 mos
PNC Wealth Management LLC
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
LPL Financial LLC
July 2022 - March 2023 · 8 mos
LPL Financial LLCBroker
July 2022 - March 2023 · 8 mos
T. Rowe Price Advisory Services, INC.
June 2020 - February 2022 · 1 yr 8 mos
T. Rowe Price Investment Services, INC.Broker
June 2020 - February 2022 · 1 yr 8 mos
Ameriprise Financial Services, LLC.
March 2020 - March 2020 · 0 mos
Ameriprise Financial Services, LLCBroker
March 2020 - March 2020 · 0 mos
Morgan Stanley
October 2018 - December 2019 · 1 yr 2 mos
Morgan StanleyBroker
October 2018 - December 2019 · 1 yr 2 mos
T. Rowe Price Investment Services, INC.Broker
June 2016 - October 2018 · 2 yrs 4 mos
State Registrations27 states
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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.