Chad Lino is a registered investment advisor at Wesbanco Securities, INC., based in Pittsburgh, PA, with 19 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 842 clients with $170M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
48 advisors
Number of Clients
842 clients
Average Client Portfolio
$198K average
Assets Under Management
$166.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1009 Perry Highway, Pittsburgh, PA, 15237
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2017Denied
Employment History
Current Registrations
Wesbanco Securities, INC.Broker
December 2019 - Present · 6 yrs 4 mos
Wesbanco Securities, INC.
December 2019 - Present · 6 yrs 4 mos
Previous Registrations
Infinex Investments, INC.Broker
November 2015 - November 2019 · 4 yrs
Infinex Investments, INC.
November 2015 - November 2019 · 4 yrs
LPL Financial LLC
January 2013 - December 2015 · 2 yrs 11 mos
LPL Financial LLCBroker
September 2009 - December 2015 · 6 yrs 3 mos
Natcity Investments, INC.Broker
September 2007 - September 2009 · 2 yrs
Pruco Securities, LLC.Broker
March 2006 - August 2007 · 1 yr 5 mos
State Registrations5 states
FLNYOHPASC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.