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Patrick Brian Cunningham

PNC Capital Advisors LLC

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About Patrick Brian Cunningham

Patrick Brian Cunningham is an Investment Advisor Representative at PNC Capital Advisors LLC. Patrick has been in the financial services industry since 2005 and is registered in Pennsylvania. Prior to joining PNC, Patrick worked at firms such as Russell Investments Implementation Services, LLC, Foreside Fund Services, LLC, and SEI Investments Distribution Co..

Firm Information

Patrick Cunningham is currently registered with PNC Capital Advisors LLC. PNC Capital Advisors LLC is an investment advisor headquartered in Baltimore, MD. They manage over $37.7 billion in assets for a variety of clients, including corporations, state and municipal government entities, insurance companies, charitable organizations, and pooled investment vehicles. They offer proprietary investment analysis services and portfolio management for businesses, individuals, and pooled investment vehicles. The firm has 31 investment adviser representatives and 23 investment advisory functions.
PNC Capital Advisors LLC

ONE EAST PRATT STREET

BALTIMORE, MD 21202

$37.70B

Assets Under Management

1

Total Clients

26

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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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.

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proprietary investment analysis services

Proprietary investment analysis services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Patrick Cunningham’s Registration & Firm History

PA

08/14/2020 - Present

PNC Capital Advisors LLC (Philadelphia PA)

IL

01/12/2017 - 11/26/2019

RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC (Chicago IL)

IL

06/30/2015 - 09/26/2016

FORESIDE FUND SERVICES, LLC (Chicago IL)

IL

12/08/2006 - 01/29/2015

SEI INVESTMENTS DISTRIBUTION CO. (CHICAGO IL)

PA

01/02/2003 - 02/09/2005

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

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Licenses & Designations

IA

Issued 08/14/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Brian Cunningham.
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