Adviser and broker representative · PNC Wealth Management LLC
Omar Lozano
CRD 1663540 · Boerne, TX
At a glance
Omar Lozano is an investment adviser representative with PNC Wealth Management LLC in Boerne, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Omar’s SEC record dates to 2004, about 22 years ago. Omar is also registered as a broker representative.
Current advisory firm
- PNC Wealth Management LLCSince September 2021Boerne, TX · $30B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Omar’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.