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Brian T Degaetano

Advisor at PNC Wealth Management — Fort Payne, AL

Updated today

Credentials

Series 66

Experience

20 years

Location

Fort Payne, AL 35967

PNC Wealth Management logo

PNC Wealth Management

Enterprise

Total advisors

1,166

Across 768 offices

Clients per advisor

138 Very High

Avg AUM per client

$182,752 Very Low

HNW client ratio

2% Very Low

About

Brian Degaetano is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Compass Bank and BBVA Wealth Solutions, where he worked for eight years. Outside of finance, he is a percussionist with the Gadsden Symphony Orchestra and owns a photography business, Brian Degaetano Imaging. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital, discretionary model account offered as an invitation-only pilot for employees. The firm employs algorithmic risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Client services

Based on PNC Wealth Management

Portfolio management Selection of other advisers

Expertise

Based on PNC Wealth Management

Passive / index investing Active portfolio management Wealth management

Occupation focus

Based on PNC Wealth Management

Executive

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Fee options

Percentage

0.85% annually

Other

Account minimum: $5,000

Location

See office

Fort Payne, AL

200 Gault Avenue North

Fort Payne AL 35967

Advisors at this office

1

Most active in

Alabama

Work history

20 years of industry experience

PNC investments

2021 - Present • 5 years

Rainbow City, AL

Brian DeGaetano Imaging

2020 - Present • 6 years

Gadsden, AL

Compass Bank

2013 - 2021 • 8 years

Birmingham, AL

BBVA Wealth Solutions Inc.

2013 - 2021 • 8 years

Albertville, AL

BBVA Securities Inc.

2013 - 2021 • 8 years

Albertville, AL

BBVA Compass Insurance Agency, Inc.

2013 - 2021 • 8 years

Austin, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher R

Series 66, Series 65

Mentone, AL

Avidian Wealth Solutions

Christopher Russell is a financial advisor at Avidian Wealth Solutions with 15 years of industry experience. His prior roles include positions at Cadence Bank, LPL Financial, and Linscomb and Williams. He serves on the boards of the Community Foundation of Greater Huntsville and the HudsonAlpha Foundation. Avidian Wealth Solutions provides investment management and financial planning services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm uses a combination of managed model solutions and customized portfolios and is known for its active involvement with pooled and private funds.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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James H

ChFC®, Series 63, Series 66

Ft Payne, AL

Tlg Advisors, Inc.

James Houston is a ChFC® with 26 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. He has previously worked at Concourse Financial Group Securities Inc and Southern Wealth Strategies LLC, where he is also the owner. Houston is licensed as an independent insurance agent and engages in addressing life insurance and fixed annuity needs. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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John A

CFP®, Series 66

Fort Payne, AL

Commonwealth Financial Network

John Akins is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at LPL Financial, Cetera, and Regions Bank. He is co-owner and finance director of Resolute Care Services, Inc., a home healthcare business in Fort Payne, AL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, while offering a range of discretionary and customized portfolio solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Douglas C

Series 63

Fort Payne, AL

Commonwealth Financial Network

Douglas Crowe is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at MetLife Securities, Prudential Insurance Company of America, and LPL Enterprise. Outside of his advisory work, he serves as an election official in Dekalb County, Alabama. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs, operational support, and investment management services. The firm offers a range of portfolio construction options and discretionary model portfolios managed through a structured due diligence process.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Thomas G

Series 66

Ft Payne, AL

Edward Jones

Thomas Guice is a financial advisor with Edward Jones in Ft Payne, Alabama, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Vicky K

Series 63

Ft Payne, AL

Edward Jones

Vicky Kirby is a financial advisor with Edward Jones in Ft. Payne, AL, holding a Series 63 designation and over 31 years of industry experience. She has been with Edward Jones since 1990. Outside of her advisory role, she serves as a board member for DeKalb County Regional Hospital, providing input on new doctors and community issues, and is involved in retail business activities on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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