Charles Gregory Gavit

Pnc Wealth Management LLC

CRD 1430642

Claim This Profile

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:

Current Employers

Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2009-11-13

IN RA
APPROVED

Since 2009-11-13

Branch Locations

11405 North Pennsylvania Street, Carmel, IN 46032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pnc Investments Llc	Indianapolis	IN	11/2009	Present

11/2009 → Present

Pnc Investments Llc

Indianapolis, IN

Previous Registrations

2000-09-20 → 2009-11-13

Natcity Investments, Inc.

Indianapolis, IN

Indianapolis, IN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-05-23
S63	Uniform Securities Agent State Law Examination	1985-11-18

S65 Uniform Investment Adviser Law Examination

2000-05-23
S63 Uniform Securities Agent State Law Examination

1985-11-18

Other Names

Charlie Gavit
Charles Gregory Gravit

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.

OPPENHEIMER ASSET MANAGEMENT

ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY

GARY MICHAEL BRIDWELL

DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN

OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN

ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor