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Montgomery Montano

PNC Investments

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About Montgomery Montano

Montgomery Montano is an investment advisor representative with PNC Investments. Montgomery has been in the financial services industry since December 2017. Montgomery's prior experience includes working for MORGAN STANLEY and Dinan Capital Advisors. Montgomery holds the Series 7, 63, and 66 securities licenses and is currently registered in 24 states. Montgomery specializes in providing financial advice to individuals, businesses, and retirement plans.

Firm Information

Montgomery Montano 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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Montgomery Montano’s Registration & Firm History

AZ

06/03/2024 - Present

PNC Investments (Chandler AZ)

AZ

11/10/2023 - 03/26/2024

MORGAN STANLEY (GILBERT AZ)

AZ

10/01/2018 - 11/07/2023

DINAN CAPITAL ADVISORS (PHOENIX AZ)

AZ

11/23/2015 - 10/31/2016

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 12/04/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/03/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Montgomery Montano.
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