Angela
Melchor

Pnc Investments

CRD#6424130
Investment Advisor
in San Antonio, TX

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About this Advisor

Angela Melchor is a financial advisor based out of San Antonio, Texas, who has been in the industry for 11 years. Melchor is on the advisory team at Pnc Investments. Throughout their career, they have worked at Bbva Securities Inc, Compass Bank, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc and Pnc Investments. Melchor maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Pnc Investments is a financial advisory business headquartered in San Antonio, Texas. The firm has offices in 804 locations and a total of 1,516 employees. It oversees $26 billion in assets across its 150,141 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 211 charities and foundations. Of its 150,141 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets available to invest. Pnc Investments provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. However, fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

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

Disclosures

No

Office Location

631 Southwest Military Drive
San Antonio, TX 78221

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Pnc Investments Brokerage Details

Total Assets Under Management

$26,424,820,270

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

1,516

TX Average: 41
Total Number of Accounts

150,141

TX Average: 3,342
Average Account Size

$176,000

TX Average: $4,737,880

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Investment Advisory Services

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

Angela Melchor Work History

Angela has 11 years of experience.

2021 - Present (1 year)

Pnc Investments

2017 - 2021 (4 years)

Bbva Wealth Solutions Inc

2015 - 2021 (6 years)

Bbva Compass Insurance Agency, Inc

2014 - 2021 (7 years)

Bbva Securities Inc

2011 - 2021 (10 years)

Compass Bank

Disclosures

Angela Melchor has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

James Gaudion
Indianapolis, IN
Mirna Salazar
New Braunfels, TX
Alexandria Dotson
Wheaton, IL
Nicole Moses
Mckeesport, PA
Alfred Farrell
Holmdel, NJ
Jason Rodriguez
Clifton, NJ
Walter Szymakowski
Saint Charles, IL
Andrew Psilis
Rochester, MI

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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