Edward Dieguez, financial advisor Sun City Center FL
93 score

Edward Dieguez

CRD Number: 1159982
Current Firm: Pnc Investments

Edward Dieguez (CRD# 1159982) is an Investment Advisor Representative working at Pnc Investments in Sun City Center, FL and has over 27 years of experience in the finance industry.

Similar Advisors
Matthew Bacchiochi, financial advisor Sun City Center FL
Matthew T. Bacchiochi
CRD# 6038980
Gavin Management Group, Inc.
Score
103
Similar Advisors
Kimberly Overman, financial advisor Sun City Center FL
Kimberly D. Overman
CRD# 1360183
The Financial Well, Inc.
Score
103
Similar Advisors
Derek Pilecki, financial advisor Sun City Center FL
Derek S. Pilecki
CRD# 2254221
Gator Capital Management, LLC
Score
103
Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Aug 2012 - Current 4
Unemployed Miami, FL May 2012 - Aug 2012 < 1
New England Securities Miami, FL May 2011 - May 2012 1
Dieguez Consulting Miami, FL Sep 2010 - Jun 2011 < 1
Capital Guardian, LLC Belmont, NC Apr 2009 - Sep 2010 1
Capital Guardian Wealth Management Belmont, NC Apr 2009 - Sep 2010 1
Citigroup Global Markets Inc. Miami, FL May 2007 - Apr 2009 1
Citibank Miami, FL Sep 2001 - Oct 2007 6
Citicorp Investment Services Miami, FL Sep 2001 - Oct 2007 6
Christion Partakees Inc. Miami, FL Jan 1997 - Oct 2007 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Edward J. Dieguez
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Edward Dieguez and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.