San Antonio, TX East Pecan Street Office

Team
Updated today

Client AUM

$29,402,102,056

Clients

160,885

Advisors

2

Of 1,163 advisors across 766 offices

Location

112 East Pecan Street

San Antonio TX 78205

Advisors at this office

2

Advisors at this office

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Mark M

Series 63, Series 66

San Antonio, TX

PNC Wealth Management

Mark Menendez is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, Bbva Wealth Solutions, Bbva Securities, and COMPASS Bank, all between 2014 and 2021. Outside of his advisory work, he is the owner of Prestige Worldwide Development LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online, discretionary model account available by invitation to employees. The firm employs algorithm-driven risk assessments to guide investment strategy and utilizes third-party managers for portfolio execution and proxy voting.

Passive / index investing Active portfolio management Wealth management Executive
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Rodrigo A

Series 66, Series 63

San Antonio, TX

PNC Wealth Management

Rodrigo Alvarez is a financial advisor with PNC Wealth Management in San Antonio, TX, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at PNC Investments and PNC Bank, alongside a long-term association with Walmart. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and discretionary model management with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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