Osaic Wealth
36yrs
Top advisor by experience in Homer Glen
34yrs
Stephen Sumeraj
Financial advisor at PNC Wealth Management
Stephen Sumeraj has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Homer Glen, Illinois. After two years at Wells Fargo Advisors and five years at Chase Investment Services, Stephen joined PNC Wealth Management in 2012, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 21 advisors with offices in Homer Glen, and one of 20 fiduciaries.
At a glance
Experience34 years (since 1993)
How that compares ?Top 6% by experience at PNC Wealth Management
Office13159 W. 143rd St., Homer Glen, IL 60491
How the firm is paid ?Percent of assets
Typical client at the firm ?$182,752
Advisors at the firm1,165
States licensed ?1 state
Services through PNC Wealth Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowPNC Wealth Management LLCCurrent firm
- Jun 2010 – Jan 2012Wells Fargo Clearing Services, LLCPreviously
- 2005 – 2010Chase Investment Services Corp.Previously
- 2002 – 2005Banc One Securities CorporationPreviously
Contact Stephen
(800) 762-6111Firm headquarters in Pittsburgh, PA. Ask for Stephen. 13159 W. 143rd St.Homer Glen, IL 60491Office · Get directions LinkedIn pagePNC Wealth Management
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stephen
How do I contact Stephen?
Call PNC Wealth Management at (800) 762-6111 and ask for Stephen Sumeraj. Stephen works from the Homer Glen, IL office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1993, about 34 years. Top 6% by experience at PNC Wealth Management.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
MML Investors Services
34yrs
Top 10% by experience in Homer Glen
MML Investors Services
33yrs
Top 10% by experience nationwide
LPL Financial
32yrs
Top 13% by experience nationwide
State Farm Investment Management
26yrs
Top 13% by experience at State Farm Investment Management
LPL Financial
20yrs
More experience than 67% of advisors in Homer Glen