Marco Tulio Guevara

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

• 02/2016 → 05/2017
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2015 → 06/2017
  Mcadam Llc
  Philadelphia, PA
• 08/2017 → 11/2018
  Pnc Investments
  Yardley, PA
• 11/2018 → 07/2019
  Pnc Investments
  Yardley, PA
• 08/2019 → 02/2021
  Jpmorgan Chase Bank, N.A.
  Newark, DE
• 08/2019 → 02/2021
  Jpmorgan Securities, Llc.
  Newark, DE
• 06/2017 → 08/2017
  Unemployed
  Philadelphia, PA
• 02/2021 → Present
  Pnc Investments
  Pittsburgh, PA

Previous Registrations

• 2018-09-07 → 2019-08-08
  Pnc Wealth Management Llc
  Yardley, PA
• 2016-03-15 → 2017-06-06
  Mcadam Llc
  Radnor, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-15
• S63 Uniform Securities Agent State Law Examination
  2016-02-26

Other Names

• Marco Guevara