Edward Montanez is a registered investment advisor, based in Denver, CO, with 24 years of industry experience.
Location
1144 15th St., Suite 3650, Denver, CO, 80202
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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 4 mos
PNC Capital Advisors LLC
December 2021 - Present · 4 yrs 4 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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.