JC
JC

John Ciccotelli

33 Years of Experience
Cherry Hill, NJ
1 DisclosureBroker

John Ciccotelli is a registered investment advisor at PNC Wealth Management, based in Cherry Hill, NJ, with 33 years of industry experience. John 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 ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $4.0M1.00%
$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

200 Lake Drive East, 3rd Floor, Cherry Hill, NJ, 08002

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History

Regulatory History (1)
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Customer Dispute
January 2001
Denied
Employment History
Current Registrations
PNC Wealth Management
January 2004 - Present · 22 yrs 6 mos
PNC Wealth Management LLC
January 2004 - Present · 22 yrs 6 mos
PNC Wealth Management LLCBroker
January 2004 - Present · 22 yrs 6 mos
Previous Registrations
Hilliard Lyons Asset Management
June 2003 - January 2004 · 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
July 2002 - January 2004 · 1 yr 6 mos
PNC Brokerage CORPBroker
April 2001 - April 2002 · 1 yr
Commonwealth Financial NetworkBroker
August 2000 - October 2000 · 2 mos
Natcity Insurance Services, INC.Broker
October 1999 - August 2000 · 10 mos
Natcity Investments, INC.Broker
June 1996 - August 2000 · 4 yrs 2 mos
Mellon Investment Products CompanyBroker
August 1993 - November 1994 · 1 yr 3 mos
Norwest Investment Services, INC.Broker
July 1991 - June 1993 · 1 yr 11 mos
Dougherty, Dawkins, Strand & Bigelow, IncorporatedBroker
February 1991 - July 1991 · 5 mos
Painewebber IncorporatedBroker
March 1990 - February 1991 · 11 mos
Fbs Investment Services, INC.Broker
October 1989 - March 1990 · 5 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.