Charles Gavit, financial advisor Carmel IN
93 score

Charles Gavit

CRD Number: 1430642
Current Firm: Pnc Investments

Charles Gavit (CRD# 1430642) is an Investment Advisor Representative working at Pnc Investments in Carmel, IN and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments LLC Indianapolis, IN Nov 2009 - Current 7
Natcity Investments, Inc. Indianapolis, IN Apr 1998 - Nov 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
S65 NASAA Investment Advisors Law Examination May 2000
Contact Info for Charles G. Gavit
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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