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Paul James Bunke

Investment adviser representative at PNC Wealth Management
13 yearsExperience
1 stateRegistered in
$30.3BFirm assets
23 yearsFirm in business

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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.

  1. PNC Wealth Management LLCMar 2024 to now
  2. PNC Investments LLCMar 2024 to now
  3. Advised Assets Groups, LLCNov 2021 to Mar 2024
  4. Gwfs Equities, IncNov 2021 to Mar 2024
  5. Equitable AdvisorsApr 2021 to Oct 2021
  6. Edward JonesMay 2019 to Mar 2021
  7. Arundel Oriental Rug CleanersJan 2019 to Apr 2019
  8. Maine State Republican CommitteeMay 2018 to Nov 2018
  9. Pensacola Christian CollegeAug 2017 to May 2018
  10. Advantaclean of the TriadMay 2017 to Aug 2017
  11. Johnson's Extreme SoftwashMay 2017 to Aug 2017
  12. Edward Jones InvestmentsNov 2013 to Oct 2018

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (VA).

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
6269258
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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