Estela Sotelo

Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 08/2021
  Bbva Securities Inc.
  San Antonio, TX
• 03/2005 → 08/2021
  Compass Bank
  San Antonio, TX
• 05/2005 → 08/2021
  Bbva Compass Insurance Agency Inc.
  Austin, TX
• 07/2017 → 08/2021
  Bbva Wealth Solutions Inc.
  San Antonio, TX
• 08/2021 → Present
  Pnc Investments
  San Antonio, TX

Previous Registrations

• 2017-09-21 → 2021-08-23
  Pnc Managed Account Solutions, Inc.
  San Antonio, TX
• 2002-09-12 → 2003-08-19
  Banc One Securities Corporation
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2000-11-01

Other Names

• Estela Felix Sotelo