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Thomas Powell

PNC Wealth Management
7 Years of Experience
Wayne, PA
1 DisclosureBroker
View SEC Summary
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Thomas Powell is a registered investment advisor at PNC Wealth Management, based in Wayne, PA, with 7 years of industry experience. Thomas 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

782 West Lancaster Avenue, Wayne, PA, 19087

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History

Regulatory History (1)
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Financial
July 2025
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
PNC Wealth Management LLCBroker
January 2022 - Present · 4 yrs 9 mos
PNC Wealth Management
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2019 - January 2022 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2019 - January 2022 · 3 yrs
State Registrations3 states
FLOHPA
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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