Morgan Stanley
46yrs
Charles Leo Dougherty
Financial advisor
350 East LAS Olas Boulevard Suite 1500
Fort Lauderdale, FL 33301
Fort Lauderdale, FL 33301
Top advisor by experience in Fort Lauderdale
4yrs
Yisel Reyes
Financial advisor at PNC Wealth Management
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office400 N Federal Hwy, Fort Lauderdale, FL 33301
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through PNC Wealth Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Aug 2026 – nowPNC Wealth Management LLCCurrent firm
- Apr 2025 – Aug 2026J.p. Morgan Securities LLCPreviously
Questions to ask Yisel
Tailored to Yisel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Yisel
How do I contact Yisel?
Call PNC Wealth Management at 800-762-6111 and ask for Yisel Reyes. Yisel works from the Fort Lauderdale, FL office.
How long has Yisel been a financial advisor?
Yisel has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Yisel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Yisel a fiduciary?
Yisel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Yisel paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Yisel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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