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Edward Anthony Montanez

PNC Capital Advisors LLC

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About Edward Anthony Montanez

Edward Montanez is a financial advisor with PNC Capital Advisors LLC. Edward has been in the financial services industry since 2000. Edward has a broad range of experience and holds licenses to offer investment advice and securities in Colorado. Edward has previously worked with BBVA Securities Inc., NYLIFE Securities LLC, ICON Distributors, Inc., Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, and Key Investment Services LLC. Edward's firm PNC Capital Advisors LLC is located in Baltimore, Maryland.

Firm Information

Edward Montanez is currently registered with PNC Capital Advisors LLC. PNC Capital Advisors LLC is an investment advisor headquartered in Baltimore, MD. They manage over $37.7 billion in assets for a variety of clients, including corporations, state and municipal government entities, insurance companies, charitable organizations, and pooled investment vehicles. They offer proprietary investment analysis services and portfolio management for businesses, individuals, and pooled investment vehicles. The firm has 31 investment adviser representatives and 23 investment advisory functions.
PNC Capital Advisors LLC

ONE EAST PRATT STREET

BALTIMORE, MD 21202

$37.70B

Assets Under Management

1

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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proprietary investment analysis services

Proprietary investment analysis services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Montanez’s Registration & Firm History

CO

12/14/2021 - Present

PNC Capital Advisors LLC (Denver CO)

CO

10/24/2019 - 08/25/2021

BBVA SECURITIES INC. (DENVER CO)

CO

09/05/2019 - 10/21/2019

NYLIFE SECURITIES LLC (DENVER CO)

CO

11/27/2012 - 06/13/2019

ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)

NV

01/03/2011 - 07/06/2011

WELLS FARGO ADVISORS, LLC (LAS VEGAS NV)

NV

06/02/2010 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)

CO

12/11/2008 - 06/01/2010

KEY INVESTMENT SERVICES LLC (BOULDER CO)

NV

08/22/2001 - 12/01/2008

WELLS FARGO INVESTMENTS, LLC (LAS VEGAS NV)

NY

02/09/2000 - 07/23/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 03/02/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/08/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Anthony Montanez.
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