Samuel Odonnell
Investment adviser representative at PNC Wealth Management
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- PNC Wealth Management LLCOct 2025 to now
- PNC Investments, LLC.Sep 2025 to now
- UnemployedNov 2024 to Sep 2025
- Fifth Third BankNov 2022 to Oct 2024
- Fifth Third SecuritiesNov 2021 to Nov 2022
- Morgan Stanley Private Bank, N.A.Oct 2018 to Nov 2021
- Morgan StanleyJul 2018 to Nov 2021
- UnemployedJan 2018 to Jun 2018
- Fort Washington Investment AdvisorsAug 2017 to Dec 2017
- UnemployedMay 2017 to Jul 2017
- Lendkey Technologies, Inc.Sep 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KY, OH).
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
- 6965977
- Firm CRD
- 129052