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Marco Monroy

Pnc Wealth Management LLC

Green Valley, AZ

Sierra Vista, AZ

CRD 5046074

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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:

Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-03-07
  • AZ RA
    APPROVED
    Since 2024-03-07

Branch Locations

81 West Esperanza Boulevard, Green Valley, AZ 85614 • United States

211 South Carmichael Avenue, Sierra Vista, AZ 85635 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank, Na Tucson AZ 04/2016 02/2024
Wells Fargo Advisors, Llc Tucson AZ 04/2016 11/2016
Wells Fargo Clearing Services, Llc Tucson AZ 11/2016 02/2024
Pnc Investments Llc Green Valley AZ 02/2024 Present
  • 04/2016 → 02/2024
    Wells Fargo Bank, Na
    Tucson, AZ
  • 04/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Tucson, AZ
  • 11/2016 → 02/2024
    Wells Fargo Clearing Services, Llc
    Tucson, AZ
  • 02/2024 → Present
    Pnc Investments Llc
    Green Valley, AZ
Previous Registrations
Other Businesses

04/2016 / Owner / Ecommerce Ebay / Non-Investment related / Zero hours during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-22
S63 Uniform Securities Agent State Law Examination 2005-11-03
  • S66 Uniform Combined State Law Examination
    2021-04-22
  • S63 Uniform Securities Agent State Law Examination
    2005-11-03
Other Names
  • Marco A Monroy
  • Marco Antonio Monroy Valenzuela
  • Marco Antonio Monroy

View on SEC IAPD

Nearby Firms

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Nearby Investors

MARIANNE M UDALL
Jeffrey Thomas LeFave
John Keith Rinehart

Nearby Offices

EDWARD JONES · GREEN VALLEY, AZ
AMERIPRISE FINANCIAL SERVICES, LLC · Green Valley, AZ
EDWARD JONES · GREEN VALLEY, AZ

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