Marco Monroy, financial advisor Green Valley AZ

Marco Monroy

CRD Number: 5046074
Current Firm: Pnc Investments

Marco Monroy (CRD# 5046074) is an Investment Advisor Representative working at Pnc Investments in Green Valley, AZ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments LLC Green Valley, AZ Feb 2024 - Current < 1
Wells Fargo Clearing Services, LLC Tucson, AZ Nov 2016 - Feb 2024 7
Wells Fargo Bank, Na Tucson, AZ Apr 2016 - Feb 2024 7
Wells Fargo Advisors, LLC Tucson, AZ Apr 2016 - Nov 2016 < 1
Tmx Finance Tucson, AZ Dec 2014 - Apr 2016 1
Unemployed Rio Rico, AZ Jun 2014 - Dec 2014 < 1
Compass Bank Green Valley, AZ Jul 2013 - Jun 2014 < 1
Bbva Securities Inc. Green Valley, AZ Jul 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S66 NASAA Uniform Combined State Law Examination Apr 2021
Contact Info for Marco Monroy
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    23,896
    MILLIONS
  • Total Number of Accounts
    152,189
    ACCOUNTS
  • Average Account Value
    $157,014
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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