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Mark Patenaude

Investment adviser representative at PNC Wealth Management
30 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

30 years in the industry.

  1. PNC Wealth Management LLCJan 2024 to now
  2. PNC Investments LLCJan 2024 to now
  3. Thrivent FinancialMar 2020 to Jan 2024
  4. Thrivent Investment Management IncFeb 2020 to Jan 2024
  5. His Way Holdings, LLC (sala Thai)Oct 2018 to Mar 2020
  6. International Mission BoardFeb 1996 to Aug 2019

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

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

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
7211696
Firm CRD
129052
Advisor's SEC record (opens in a new tab)
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