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Ruben Benavides

PNC Wealth Management
13 Years of Experience
Lakeway, TX
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Ruben Benavides is a registered investment advisor at PNC Wealth Management, based in Lakeway, TX, with 13 years of industry experience. Ruben is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.

PNC Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
1167 advisors
Number of Clients
164,105 clients
Average Client Portfolio
$184K average
Assets Under Management
$30.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%

An annual fee of 0.85% applies to all accounts regardless of size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2402 Ranch Road 620 South, Lakeway, TX, 78738

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2022
Denied
Criminal
August 2011
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ruben is an owner and landlord of Ruben Benavides Rental. This non-investment related activity requires minimal time.

Employment History
Current Registrations
PNC Wealth Management
August 2021 - Present · 5 yrs 2 mos
PNC Wealth Management LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
PNC Managed Account Solutions, INC.
January 2017 - August 2021 · 4 yrs 7 mos
Bbva Securities INC.Broker
March 2015 - August 2021 · 6 yrs 5 mos
LPL Financial LLCBroker
October 2013 - February 2015 · 1 yr 4 mos
Bbva Securities INC.Broker
May 2013 - October 2013 · 5 mos
Bbva Compass Investment Solutions, INCBroker
January 2013 - May 2013 · 4 mos
State Registrations3 states
NCPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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