Moises Flores
Investment adviser representative at PNC Wealth Management
27 yearsExperience
1 stateRegistered in
$30.3BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- PNC Wealth Management LLCAug 2026 to now
- 2026 Men's Acts Retreat Co-directorApr 2026 to Aug 2026
- PNC Investments LLCFeb 2023 to Apr 2026
- Smart Goals Indoor SportsFeb 2022 to Feb 2023
- Edward JonesOct 2019 to Feb 2022
- TD Ameritrade Investment Management, LLCFeb 2018 to Sep 2019
- TD Ameritrade, Inc.Feb 2018 to Sep 2019
- Scottrade, Inc.Aug 1999 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
PNC Wealth Management
$30.3BAssets managed
164,105Clients
1,167Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4006434
- Firm CRD
- 129052