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Charles Patrick Donnell

PNC Investments

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About Charles Patrick Donnell

Charles Donnell is a financial advisor with PNC Investments. Charles has been in the industry since May 20, 2005. Charles is registered with both FINRA and the state of Texas and holds the Series 7, Series 24, Series 52TO, Series 53, Series 66, and Series 99TO securities licenses. In addition to his current role with PNC Investments, Charles has previously worked at BBVA Securities Inc., NEXT FINANCIAL GROUP, INC., and STANFORD GROUP COMPANY.

Firm Information

Charles Donnell 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 Donnell’s Registration & Firm History

TX

12/02/2021 - Present

PNC Investments (Houston TX)

TX

02/26/2015 - 10/08/2021

BBVA SECURITIES INC. (HOUSTON TX)

TX

06/23/2011 - 01/28/2015

NEXT FINANCIAL GROUP, INC. (HOUSTON TX)

TX

10/08/2004 - 01/31/2011

STANFORD GROUP COMPANY (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 03/26/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/2012

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/18/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Patrick Donnell.
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