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Samuel Odonnell

Investment Adviser Representative at PNC Wealth Management

Fairfield, OHCRD #6965977Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Samuel Odonnell is an investment adviser representative with PNC Wealth Management in Fairfield, OH, where they have been registered since 2025. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Fifth Third Securities, Inc. and Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Kentucky and Ohio.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kentucky, Ohio
Broker:
1 state or territory

Kentucky

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/22/2025
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/30/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

PNC Wealth ManagementCurrent
10/2/2025 – Fairfield, OH
Fifth Third Securities, Inc.
12/6/2021 – 12/8/2022Cincinnati, OH
Morgan Stanley
9/17/2018 – 12/3/2021Cincinnati, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Morgan Stanley
    Jul 2018 – Nov 2021Cincinnati, OH
  2. Unemployed
    Jan 2018 – Jun 2018Cincinnati, OH
  3. Fort Washington Investment Advisors
    Aug 2017 – Dec 2017Cincinnati, OH
  4. Unemployed
    May 2017 – Jul 2017Cincinnati, OH
  5. Lendkey Technologies, Inc.
    Sep 2015 – Apr 2017Cincinnati, OH
  6. Morgan Stanley Private Bank, N.A.
    Oct 2018 – Nov 2021New York, NY
  7. PNC Investments, LLC.
    Sep 2025 – no end date reportedNewport, KY
  8. Fifth Third Bank
    Nov 2022 – Oct 2024Cincinnati, OH
  9. Fifth Third Securities
    Nov 2021 – Nov 2022Cincinnati, OH
  10. Unemployed
    Nov 2024 – Sep 2025Cincinnati, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About PNC Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,136
Offices listed on AdvisorFinder:
26
Main office:
Pittsburgh, PA
SEC file number:
801-66195

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 14, 2026

View full firm profile

Other advisors at PNC Wealth Management

Showing 12 of 1,136 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Samuel Odonnell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Samuel Odonnell (PNC Wealth Management) - Fees & Credentials