Kevin Charles Delvalle
Investment adviser representative at PNC Wealth Management
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- PNC Wealth Management LLCJun 2023 to now
- PNC InvestmentsJun 2023 to now
- Cetera Investment Advisers LLCOct 2022 to Jun 2023
- Cetera Investment Services LLCOct 2022 to Jun 2023
- Regions BankOct 2022 to Jun 2023
- Raymond James Financial Services Advisors, Inc.Jun 2021 to Oct 2022
- Raymond James Financial Services, Inc.May 2021 to Oct 2022
- Fleishel Financial Associates, Inc.Apr 2021 to Oct 2022
- Kestra Investment Services, LLCMay 2018 to Apr 2021
- Bks PartnersMay 2016 to Apr 2021
- Merrill Lynch, Pierce, Fenner & Smith Inc.Mar 2013 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
PNC Wealth Management
$30.3BAssets managed
164,105Clients
1,167Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6174398
- Firm CRD
- 129052