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Charles Gregory Gavit

PNC Investments

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About Charles Gregory Gavit

Charles Gregory Gavit is an investment advisor representative with PNC Investments. Charles has been in the financial services industry since 1986 and has a wide range of experience in providing investment advice to clients. Charles holds a Series 7, Series 63 and Series 65 licenses. Charles is also registered with the state of Indiana. Charles has been associated with PNC Investments since November 2009. Previously, Charles was employed with NATCITY INVESTMENTS, INC., NATCITY INSURANCE SERVICES, INC., FOLIO ONE, and FSC SECURITIES CORPORATION. Charles has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Charles Gavit is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Gavit’s Registration & Firm History

IN

11/13/2009 - Present

PNC Investments (CARMEL IN)

IN

05/20/1998 - 11/13/2009

NATCITY INVESTMENTS, INC. (INDIANAPOLIS IN)

OH

02/05/1991 - 12/31/2001

NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)

OH

03/14/1988 - 01/16/1990

FOLIO ONE (CLEVELAND OH)

NA

12/06/1985 - 04/05/1988

FSC SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 05/23/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Gregory Gavit.
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