Patrick Cunningham (CRD# 4551739) is an Investment Advisor Representative working at Pnc Capital Advisors LLC in Philadelphia, PA and has over 20 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Bank | Pittsburgh, PA | Feb 2020 - Current | 4 |
| Pnc Capital Markets, LLC | Pittsburgh, PA | Feb 2020 - Current | 4 |
| Pnc Capital Advisors, LLC | Baltimore, MD | Nov 2019 - Current | 4 |
| Russell Investments | Chicago, IL | Dec 2016 - Nov 2019 | 2 |
| Unemployed | Chicago, IL | Sep 2016 - Dec 2016 | < 1 |
| Willis Towers Watson | Chicago, IL | Jun 2015 - Sep 2016 | 1 |
| Foreside Fund Services | Chicago, IL | Jun 2015 - Sep 2016 | 1 |
| Unemployed | Chicago, IL | Jan 2015 - Jun 2015 | < 1 |
| Sei Investments Distribution Co | Oaks, PA | Nov 2006 - Jan 2015 | 8 |
| Sei Investments | Wayne, PA | Jan 2002 - Jan 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- PA
-
Total Assets Under Management37,702MILLIONS
-
Total Number of Accounts516ACCOUNTS
-
Average Account Value$73,065,628
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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