# PNC MANAGED ACCOUNT SOLUTIONS, INC.

PNC MANAGED ACCOUNT SOLUTIONS, INC. of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 110476
- Type: SEC-registered investment adviser
- SEC file number: 801-56131
- Location: 2200 POST OAK BLVD., HOUSTON, TX, 77056-4700
- Phone: 800-762-6111
- Latest filing: 2023-03-31
- Regulatory AUM: $588.4M
- Discretionary AUM: $588.4M
- Clients: 21
- Accounts: 768

## Officers, owners & control persons (55)

_Showing 25 of 55 people._

| Name | Role | Location |
| --- | --- | --- |
| MITCHELL LYNN | DIRECTOR | SAN DIEGO, CA |
| STAVIS DEBORAH MCCULLY | CEO; CEO/CHAIRMAN; CHAIRMAN (+1 more) | — |
| MARGOLIS MARY KATHRYN | MANAGING DIRECTOR; PRESIDENT | — |
| BRADY ALFRED BERNARD | EVP/SR. FINANCIAL PLANNER; MANAGING DIRECTOR; SENIOR VP / EXECUTIVE FINANCIAL PLANNER | — |
| MCCULLY RONALD WILLIAM | CCO/COO; CHIEF COMPLIANCE OFFICER/COO; CHIEF OPERATING OFFICER (+1 more) | — |
| RAGHAVAN SURESH | CHIEF INVESTMENT ADVISOR; CHIEF INVESTMENT OFFICER | — |
| TAYLOR SHARON DENISE | CCO; CHIEF COMPLIANCE OFFICER | — |
| POWELL JERRY WAYNE | DIRECTOR, ASSISTANT SECRETARY | — |
| HEGEL GARRETT R | DIRECTOR | — |
| CARTEE JOSEPH BYRON | SECRETARY | — |
| HELMS WILLIAM CHARLES | DIRECTOR | — |
| PRESSLEY KIRK PAUL | TREASURER | — |
| JORDAN LAUREN ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| SAMUELS THOMAS EDWIN | CHIEF INVESTMENT OFFICER; DIRECTOR OF RESEARCH | — |
| PAULSEN JAMES WILLIAM | SECRETARY | — |
| SUHANIC JEFFREY DREW | DIRECTOR | — |
| BOARDMAN D MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| KIRKPATRICK STEVE | VICE PRESIDENT | — |
| BISHOP THOMAS E | SENIOR VICE PRESIDENT | — |
| GARRISON RICHARD | ASSISTANT TREASURER | — |
| TERRY RICHARD | CEO; CEO/DIRECTOR; PRESIDENT/CEO/DIRECTOR | — |
| RAMOS MATTHEW A | ASSISTANT SECRETARY | — |
| RAMOS MARIO ANDRES | DIRECTOR; DIRECTOR/ASSISTANT SECRETARY; DIRECTOR/SECRETARY (+1 more) | — |
| SAWYER JOHN EMERY | CEO/DIRECTOR; DIRECTOR | — |
| REIMANN PETE J | TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110476/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110476/similar
- Related entities: https://search.stillhousedata.com/firm/110476/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110476

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.