FNB WEALTH MANAGEMENT
F.N.B. INVESTMENT ADVISORS INC Legal Name
Adviser information for FNB WEALTH MANAGEMENT last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 51 |
|---|---|
| Investment Advisory/Research | 26 |
| Registered Broker-Dealer Representatives | 10 |
| Registered State Investment Advisers | 31 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,186 | $6.3B |
| Non-Discretionary | 0 | $0 |
| Total | 1,186 | $6.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 182 | $88.1M |
| HNW Individuals | 218 | $979.2M |
| Banking or thrift institutions | 2 | $20.7M |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 3 | $80.3M |
| Charitable organizations | 48 | $328.6M |
| State or municipal gov entities | 20 | $144.6M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 7 | $12.8M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 95 | $523.8M |
| Other | 1 | $4.2B |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-56609 |
|---|---|
| SEC ERA File Number | 801-56609 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 109515 |
| Legal Entity Identifier | None |
Principal Office
ONE NORTH SHORE12 FEDERAL STREET, SUITE #400
PITTSBURGH
PA
United States
Monday - Friday, 8:00 AM TO 4:30 PM
Tel: 855-688-0001, Fax: 412-320-2022
Websites
Chief Compliance Officer
BRANDON MILLER
SENIOR VICE PRESIDENT, DIRECTOR OF COMPLIANCE, OPERATIONS, AND SUPPORT SERVICES
ONE FNB BOULEVARD
SUITE 3
HERMITAGE
PA
United States
Tel:
724-983-3552
Fax:
724-983-3517
M*******@***********M
(Full email address available in API data)
Regulatory Contact
MARK SILVESTER
VICE PRESIDENT, MANAGER OF WEALTH COMPLIANCE
4220 WILLIAM PENN HWY
2ND FLOOR
MONROEVILLE
PA
United States
Tel:
412-679-6814
Fax:
412-245-1980
S*********@***********M
(Full email address available in API data)
Industry Affiliates
| FIRST NATIONAL BANK OF PA | Banking or thrift institution |
| FIRST NATIONAL INSURANCE AGENCY | Insurance company or agency |
| FIRST NATIONAL INVESTMENT SERVICES | Insurance company or agency |
| FIRST NATIONAL TRUST COMPANY | Trust companyPension consultant |
| WAUBANK SECURITIES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WAGNER, JEFFREY, WILLIAM | Individual | – | SENIOR VICE PRESIDENT, CHIEF MARKET STRATEGIST, DIRECTOR | 01/2002 | < 5% |
| FIRST NATIONAL TRUST COMPANY | Domestic Entity | – | SOLE OWNER | 01/2002 | > 75% |
| CRAIG, KIM | Individual | – | PRESIDENT, DIRECTOR | 01/2002 | < 5% |
| ENGLISH, STEPHEN, GERARD | Individual | – | DIRECTOR | 05/2015 | < 5% |
| CWIKLINSKI, CHRISTOPHER, GEORGE | Individual | – | SENIOR VICE PRESIDENT, DIRECTOR | 03/2017 | < 5% |
| Crawford, Daniel, Paul | Individual | – | MANAGING EXECUTIVE DIRECTOR OF BUSINESS SOLUTIONS GROUP, DIRECTOR | 04/2017 | < 5% |
| FIRST NATIONAL BANK OF PENNSYLVANIA | Domestic Entity | FIRST NATIONAL TRUST COMPANY | SOLE OWNER | 03/2004 | > 75% |
| FNB CORPORATION | Domestic Entity | FIRST NATIONAL BANK OF PENNSYLVANIA | SOLE OWNER | 04/1975 | > 75% |
| MILLER, BRANDON, DAVID | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2018 | < 5% |