Charles Patrick Donnell

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

• 02/2015 → 10/2021
  Bbva Securities Inc.
  Houston, TX
• 01/2015 → 10/2021
  Compass Bank
  Birmingham, AL
• 02/2015 → 10/2021
  Bbva Wealth Solutions Inc.
  Houston, TX
• 09/2021 → Present
  Pnc Investments Llc
  Houston, TX

Previous Registrations

• 2015-02-27 → 2021-10-08
  Pnc Managed Account Solutions, Inc.
  Houston, TX
  Houston, TX
• 2011-06-23 → 2015-01-28
  Next Financial Group, Inc.
  Houston, TX
• 2005-03-28 → 2011-01-31
  Stanford Group Company
  Houston, TX
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2005-03-26

Other Names

• Chaz Donnell
• Charles Patrick Donnell
• Charles P Donnell