Ernesto
Vargas Truqui

Pnc Investments

CRD#4744847
Investment Advisor
in Tucson, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ernesto Vargas Truqui is a financial advisor who works in Tucson, Arizona who has 1 year of industry experience. Vargas Truqui is currently employed by Pnc Investments. During their career, Vargas Truqui has held roles at Morgan Stanley Smith Barney, Raymond James & Associates, Inc, Azulito Kitchen LLC, Pnc Investments LLC and Morgan Stanley Private Bank, National Association. Vargas Truqui maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona. Pnc Investments is a financial advisory company based out of Pittsburgh, PA. The company has offices in 583 locations and a total of 1,218 financial advisors. It controls $22 billion in total assets across its 152,386 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 203 charitable organizations. Of its 152,386 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees are based on the financial services offered. However, fee types charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2825 East Skyline Drive
Tucson, AZ 85718

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pnc Investments Brokerage Details

Total Assets Under Management

$21,629,770,547

AZ Average: $15,833,994,310
Total Number of Employees

1,218

AZ Average: 41
Total Number of Accounts

152,386

AZ Average: 3,342
Average Account Size

$141,941

AZ Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Ernesto Vargas Truqui Work History

Ernesto has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Pnc Investments LLC

2020 - 2022 (2 years)

Azulito Kitchen LLC

2017 - 2020 (3 years)

Raymond James & Associates, Inc

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2011 - 2017 (6 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ernesto Vargas Truqui to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pnc Investments

Edward Robinson
Birmingham, AL
Summer Rose
Houston, TX
Justin Fornataro
Pittsburgh, PA
Christopher Todd
Cleveland, OH
Tom Hornak
Avon, IN
Daphne Warner
Dayton, OH
Dennis Lacey
Emerson, NJ
Nicholas Sarnacki
South Lyon, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started