Luz Velasquez
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 LLCAug 2021 to now
- PNC InvestmentsAug 2021 to now
- Bbva Insurance Agency IncOct 2019 to Aug 2021
- Bbva Securities IncOct 2019 to Aug 2021
- Bbva USAOct 2019 to Aug 2021
- Bbva Wealth Solutions Inc.Oct 2019 to Aug 2021
- Bok Financial Securities, Inc.Feb 2019 to Oct 2019
- BOKF, NAFeb 2019 to Oct 2019
- Bank of America, N.A.Feb 2017 to Feb 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2017 to Feb 2019
- UnemployedOct 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2011
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
- 5691226
- Firm CRD
- 129052