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Juan Pablo Montoya

PNC Investments

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About Juan Pablo Montoya

Juan Pablo Montoya is a financial advisor currently registered with PNC Investments. Juan is also registered with the state of Florida as an Investment Advisor Representative. Juan has been in the financial industry since January 2015. He has been with PNC Investments since May 2017, working in the Rockledge, Florida branch office. Previously, Juan worked for CETERA Investment Services LLC and Wells Fargo Advisors Financial Network, LLC. Juan holds FINRA Series 66, Series 7 and SIE licenses. He is also specialized in insurance, annuities, and mutual funds.

Firm Information

Juan Montoya is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

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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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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percentage of assets

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

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Juan Montoya’s Registration & Firm History

FL

05/20/2021 - Present

PNC Investments (ROCKLEDGE FL)

FL

05/23/2017 - 05/03/2021

CETERA INVESTMENT SERVICES LLC (ORLANDO FL)

FL

02/24/2017 - 04/27/2017

PNC INVESTMENTS (ROCKLEDGE FL)

FL

09/08/2015 - 02/03/2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MELBOURNE FL)

FL

10/14/2014 - 07/30/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELBOURNE FL)

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Licenses & Designations

BOTH

Issued 11/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juan Pablo Montoya.
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