Juan Montoya (CRD# 6338791) is an Investment Advisor Representative working at Pnc Investments in Rockledge, FL and has over 9 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 1210763
Kestra Advisory Services, LLC
CRD# 6847163
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Rockledge, FL | May 2021 - Current | 2 |
| Regions Bank | Rockledge, FL | May 2017 - May 2021 | 4 |
| Cetera Investment Advisers LLC | Rockledge, FL | May 2017 - May 2021 | 4 |
| Cetera Investment Services LLC | St Cloud, MN | May 2017 - May 2021 | 4 |
| Pnc Bank | Rockledge, FL | Jan 2017 - Apr 2017 | < 1 |
| Pnc Investments | Pittsburgh, PA | Jan 2017 - Apr 2017 | < 1 |
| Wells Fargo Advisors Financial Network, LLC | Melbourne, FL | Aug 2015 - Jan 2017 | 1 |
| Bank Of America, N.a. | Melbourne, FL | Jan 2015 - Aug 2015 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melbourne, FL | May 2014 - Aug 2015 | 1 |
| Comercializadora De Excedentes Medellin | Medellin, | Oct 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- FL
-
Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
- 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)
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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