TrueAdvisor
TrueAdvisor
EM
EM

Edward Anthony Montanez

PNC Capital Advisors LLC
23 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
PNC Capital Advisors LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
223 clients
Average Client Portfolio
$190.8M average
Assets Under Management
$42.6B

Location

1144 15th St., Suite 3650, Denver, CO, 80202

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
PNC Capital Markets LLCBroker
December 2021 - Present · 4 yrs 2 mos
PNC Capital Advisors LLC
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Bbva Securities INC.Broker
October 2019 - August 2021 · 1 yr 10 mos
PNC Managed Account Solutions, INC.
October 2019 - August 2021 · 1 yr 10 mos
Nylife Securities LLCBroker
September 2019 - October 2019 · 1 mo
Icon Advisers, INC.
November 2012 - June 2019 · 6 yrs 7 mos
Icon Distributors, INC.Broker
November 2012 - June 2019 · 6 yrs 7 mos
Wells Fargo Advisors, LLC
January 2011 - July 2011 · 6 mos
Wells Fargo Advisors, LLCBroker
January 2011 - July 2011 · 6 mos
Wells Fargo Investments, LLCBroker
June 2010 - January 2011 · 7 mos
Wells Fargo Investments, LLC
June 2010 - January 2011 · 7 mos
Key Investment Services LLC
December 2008 - June 2010 · 1 yr 6 mos
Key Investment Services LLCBroker
December 2008 - June 2010 · 1 yr 6 mos
Wells Fargo Investments, LLC
December 2002 - December 2008 · 6 yrs
Wells Fargo Investments, LLCBroker
August 2001 - December 2008 · 7 yrs 4 mos
Morgan Stanley Dw INC.Broker
February 2000 - July 2001 · 1 yr 5 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.