Marco Garza
Investment Adviser Representative at PNC Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marco Garza is an investment adviser representative with PNC Wealth Management in Mission, TX, where they have been registered since 2021. They have worked in the securities industry since 2014 and were previously registered with PNC Managed Account Solutions, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
2 states and territories
Texas, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- NEW YORK LIFE Insurance CompanySep 2013 – Aug 2019Edinburg, TX
- Nylife Securities LLCFeb 2014 – Aug 2019Edinburg, TX
- Compass BankSep 2019 – Aug 2021Birmingham, AL
- BBVA Securities IncSep 2019 – Aug 2021Mission, TX
- BBVA Insurance Agency IncSep 2019 – Aug 2021Austin, TX
- BBVA Wealth Solutions Inc.Oct 2019 – Aug 2021Mission, TX
- PNC InvestmentsAug 2021 – no end date reportedEdinburg, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PNC Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,136
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Pittsburgh, PA
- SEC file number:
- 801-66195
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at PNC Wealth Management
Showing 12 of 1,136 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marco Garza has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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