Edgar Montanez
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Edgar Montanez was a registered financial professional .
Edgar is a previously registered financial professional and started their career in finance in 1993. Edgar had worked at 6 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 22, 2016 - May 7, 2021
PNC MANAGED ACCOUNT SOLUTIONS, INC.
May 16, 2013 - May 7, 2021
BBVA SECURITIES INC.
February 8, 2013 - May 16, 2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC
October 23, 2009 - September 5, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 23, 2009 - September 5, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 6, 2003 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
June 26, 2002 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
June 12, 2001 - May 8, 2002
BANC OF AMERICA INVESTMENT SERVICES, INC.
November 2, 1993 - November 2, 1995
FIRST UNION BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PNC MANAGED ACCOUNT SOLUTIONS, INC.
CRD#: 110476 / SEC#: 801-56131
Contact information
Regulatory assets under management
| Total Number of Accounts | 768 |
| AUM (Assets Under Management) | $ 588,442,024 |
Red Flags
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