Rupal Mahesh Jhaveri

Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 10/2018
  Capital One Advisors, Llc
  Laurel, MD
• 10/2018 → 04/2024
  Citigroup
  Washington Dc, DC
• 04/2024 → 12/2025
  Wells Fargo Clearing Services, Llc (
  Columbia, MD
• 01/2026 → Present
  Pnc Wealth Management
  Potomac, MD

Previous Registrations

• 2024-04-15 → 2025-12-24
  Wells Fargo Clearing Services, Llc
  Bethesda, MD
  Columbia, MD
• 2019-01-09 → 2024-04-18
  Citigroup Global Markets Inc.
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Miami, FL
  Washington, DC
  San Antonio, TX
  Chicago, IL
  Fort Mill, SC
  Washington, DC
• 2015-01-28 → 2018-05-02
  Capital One Advisors, Llc
  Laurel, MD
  Mclean, VA
• 2010-04-27 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY
• 2002-06-28 → 2010-05-07
  Chevy Chase Financial Services
  Bethesda, MD
  Bethesda, MD
  Bethesda, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-06-25
• S63 Uniform Securities Agent State Law Examination
  2001-06-21

Other Names

• Rupal M Jhaveri
• Rupal Mahesh Jhaveri
• Rupal Jhaveri