Jeffrey
Wagner

Fnb Wealth Management

CRD#2665956
Investment Advisor
in Hermitage, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeffrey Wagner is a chartered financial analyst who works out of Hermitage, Pennsylvania who has 19 years of industry experience. Wagner is on the advisory team at Fnb Wealth Management. They have spent all of their time as a financial advisor at Fnb Wealth Management. Wagner is able to serve investors in Pennsylvania. Fnb Wealth Management is a business operating out of Pittsburgh, PA. The firm has offices in 14 locations and a total of 45 people on staff. It oversees $6 billion in total assets among its 1,302 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 47 charities and foundations. Of its 1,302 accounts, 33% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Fnb Wealth Management performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management usually vary depending on which services the firm provides the client. However, fees billed by Fnb Wealth Management most likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

19 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

One Fnb Boulevard
Hermitage, PA 16148

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fnb Wealth Management Brokerage Details

Total Assets Under Management

$5,727,497,992

PA Average: $15,833,994,310
Total Number of Employees

45

PA Average: 41
Total Number of Accounts

1,302

PA Average: 3,342
Average Account Size

$4,399,000

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Jeffrey Wagner Work History

Jeffrey has been registered as a financial advisor for 19 years.*

2002 - Present (22 years)

F.N.B. Investment Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Wagner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fnb Wealth Management

Brian Wildman
Greensboro, NC
Gavin Howe
State College, PA
Philip Bartels
Pittsburgh, PA
Michael Saghy
Raleigh, NC
Collin Crawford
State College, PA
Dennis Fisher
State College, PA
Andrew Cipro
Pittsburgh, PA
Daniel Crawford
Hermitage, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started