Todd
Gavelek

Pnc Investments

CRD#5349255
Investment Advisor
in Baltimore, MD

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About this Advisor

Todd Gavelek is a financial advisor working in Baltimore, Maryland, with a total of 13 years of industry experience. Gavelek is currently employed by Pnc Investments. They have been an employee of Pnc Investments for the entirety of their career. Gavelek maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland. Pnc Investments is an advisory company operating out of Pittsburgh, PA. The company has offices in 583 locations and a total of 1,218 financial advisors. It manages $22 billion in total assets across its 152,386 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 203 charities and foundations. Of its 152,386 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets. Pnc Investments provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically depend on which services are provided. However, fee types charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

13 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

1 East Pratt Street
Baltimore, MD 21202

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Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

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

1,218

MD Average: 41
Total Number of Accounts

152,386

MD Average: 3,342
Average Account Size

$141,941

MD 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

Todd Gavelek Work History

Todd has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Pnc Investments

*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 Todd Gavelek 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

Christopher Todd
Cleveland, OH
Joseph Geronimo
Pittsburgh, PA
Justin Fornataro
Pittsburgh, PA
Matthew Ramer
Auburn, IN
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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