ChooseAFinancialAdvisor.com
Advisors / Texas / San Antonio
21yrs

Eric Rodriguez

Financial advisor at PNC Wealth Management

Eric Rodriguez has worked in the financial industry for 21 years and is a fiduciary financial advisor based in San Antonio, Texas. After four years at PNC Managed Account Solutions, Eric joined PNC Wealth Management in 2021, a firm offering investment management and selecting outside investment managers. PNC Wealth Management reports being paid through a percentage of assets.

One of 1848 advisors with offices in San Antonio, and one of 1668 fiduciaries.

San Antonio, TX 78229Fiduciary advisor

At a glance

Experience21 years (since 2005)
How that compares ?More experience than 68% of advisors in Texas
Office7575 Wurzbach Road, San Antonio, TX 78229
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.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2021 – now
  2. 2017 – 2021
    PNC Managed Account Solutions, Inc.Previously

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Eric

How do I contact Eric?

Call PNC Wealth Management at (800) 762-6111 and ask for Eric Rodriguez. Eric works from the San Antonio, TX office.

How long has Eric been a financial advisor?

Eric has been in the industry since 2005, about 21 years. More experience than 68% of advisors in Texas.

What licenses does Eric hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Eric paid?

PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask Eric 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.

Other advisors nearby

Kercheville Advisors
47yrs
Joe Kercheville
Financial advisor
15750 Ih-10 West
San Antonio, TX 78249
Top advisor by experience in San Antonio
Fiduciary
Call Directions
LPL Financial
47yrs
Richard Smith
Financial advisor
16170 Jones Maltsberger Suite 101
San Antonio, TX 78247
Top 1% by experience in San Antonio
ChFC
Call Directions
McNally Financial Services
47yrs
Marshall Cassedy
Financial advisor
16414 San Pedro Suite 930
San Antonio, TX 78232
Top advisor by experience at McNally Financial Services
Fiduciary
Call Directions
Glass Wealth Management
47yrs
Stephen Wilde
Financial advisor
1020 NE Loop 410 Suite 802
San Antonio, TX 78209
Top 1% by experience in San Antonio
Investing
Call Directions
Morgan Stanley
46yrs
Martha Taylor
Financial advisor
7600 Broadway Suite 100
San Antonio, TX 78209
Top 1% by experience in San Antonio
Fiduciary
Call Directions
Dominion Portfolio Management
46yrs
Joyce Briskin
Financial advisor
San Antonio, TX
Top advisor by experience at Dominion Portfolio Management
Fiduciary
Call Directions

See all advisors near San Antonio