AO
AO

Abdallah Osman

4 Years of Experience
Galloway, OH
Broker

Abdallah Osman is a registered investment advisor at PNC Wealth Management, based in Galloway, OH, with 4 years of industry experience. Abdallah 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
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
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Location

Galloway, OH

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
PNC Wealth Management
August 2024 - Present · 2 yrs 2 mos
PNC Wealth Management LLC
August 2024 - Present · 2 yrs 2 mos
PNC Wealth Management LLCBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
E*trade Securities LLCBroker
October 2022 - September 2023 · 11 mos
Morgan Stanley
November 2021 - January 2024 · 2 yrs 2 mos
Morgan StanleyBroker
September 2021 - January 2024 · 2 yrs 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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