Charles
Gavit

Pnc Investments

CRD#1430642
Investment Advisor
in Carmel, IN

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About this Advisor

Charles Gavit is a financial advisor based out of Carmel, Indiana with 14 years of industry experience. Gavit is on the advisory team at Pnc Investments. They have spent their complete time as a financial advisor at Pnc Investments. Gavit has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Indiana. Pnc Investments is a business based out of Pittsburgh, PA. The investment advisory business has offices in 583 locations and a total of 1,218 people on staff. It oversees $22 billion in assets between its 152,386 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 203 charities and foundations. Of its 152,386 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically are based on the type of financial services offered. However, fee types billed by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

11405 North Pennsylvania Street
Carmel, IN 46032

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

IN Average: $15,833,994,310
Total Number of Employees

1,218

IN Average: 41
Total Number of Accounts

152,386

IN Average: 3,342
Average Account Size

$141,941

IN Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Charles Gavit Work History

Charles has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Pnc Investments LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Gavit to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pnc Investments

Anthony Jones Jr
Jersey City, NJ
Mary Stith
Cincinnati, OH
Bradford Avery
Mc Lean, VA
Timothy Mcbride
Cleveland, OH
Tom Hornak
Avon, IN
Daphne Warner
Dayton, OH
Dennis Lacey
Emerson, NJ
Robert Burns
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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