PC
PC

Patrick Cunningham

20 Years of Experience
Broker

Patrick Cunningham is a registered investment advisor at PNC Capital Advisors LLC, based in Philadelphia, PA, with 20 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 223 clients with $43B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
IM Fee
Planning only
Assets Under Management
$42.6B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1600 Market St, 21st floor, Philadelphia, PA, 19103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
PNC Capital Advisors LLC
August 2020 - Present · 5 yrs 8 mos
PNC Capital Markets LLCBroker
March 2020 - Present · 6 yrs 1 mo
Previous Registrations
Russell Investments Implementation Services, LLCBroker
January 2017 - November 2019 · 2 yrs 10 mos
Foreside Fund Services, LLCBroker
June 2015 - September 2016 · 1 yr 3 mos
Sei Investments Distribution CO.Broker
December 2006 - January 2015 · 8 yrs 1 mo
Sei Investments Distribution CO.Broker
January 2003 - February 2005 · 2 yrs 1 mo
State Registrations1 state
PA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Patrick Cunningham - Financial Advisor | TrueAdvisor