Marcelo Fabian Ubal
Investment adviser representative at PNC Wealth Management
10 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
10 years in the industry.
- PNC Wealth Management LLCDec 2022 to now
- PNC Investments LLCNov 2022 to now
- Andbanc Brokerage LLCOct 2021 to Nov 2022
- Cetera Investment Advisers LLCJun 2019 to Sep 2021
- Cetera Investment Services LLCJun 2019 to Sep 2021
- Regions BankJun 2019 to Sep 2021
- Ocean BankAug 2017 to May 2019
- Ocean Financial Services, LLCAug 2017 to May 2019
- Independent Financial PartnersJul 2017 to Aug 2017
- Atlantic Capital AdvisorsJun 2016 to Aug 2017
- LPL Financial LLCJun 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4194576
- Firm CRD
- 129052