LPL Financial
42yrs
Top advisor by experience in McAllen
26yrs
Roberto Escobar
Financial advisor at PNC Wealth Management
Roberto Escobar is a fiduciary financial advisor in McAllen, Texas, with 26 years in the industry. Roberto joined PNC Wealth Management in 2021, after two years at PNC Managed Account Solutions and five years at Chase Investment Services. PNC Wealth Management offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 124 advisors with offices in McAllen, and one of 117 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 21% by experience in Texas
Office900 East Jackson Avenue, McAllen, TX 78501
How the firm is paid ?Percent of assets
Typical client at the firm ?$182,752
Advisors at the firm1,165
States licensed ?1 state
Services through PNC Wealth Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2022 – Nov 2023PNC Managed Account Solutions, Inc.Previously
- 2021 – nowPNC Wealth Management LLCCurrent firm
- 2010 – 2021PNC Managed Account Solutions, Inc.Previously
- 2005 – 2010Chase Investment Services Corp.Previously
- Jun 2004 – Jul 2005Fintegra, LLCPreviously
- Nov 2003 – May 2004Chase Investment Services Corp.Previously
Contact Roberto
(800) 762-6111Firm headquarters in Pittsburgh, PA. Ask for Roberto. 900 East Jackson AvenueMcAllen, TX 78501Office · Get directions LinkedIn pagePNC Wealth Management
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Questions to ask Roberto
Tailored to Roberto’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Roberto
How do I contact Roberto?
Call PNC Wealth Management at (800) 762-6111 and ask for Roberto Escobar. Roberto works from the McAllen, TX office.
How long has Roberto been a financial advisor?
Roberto has been in the industry since 2000, about 26 years. Top 21% by experience in Texas.
What licenses does Roberto hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Roberto a fiduciary?
Roberto is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roberto paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Roberto for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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