Allegheny Investments, Ltd.

Allegheny Investments, Ltd. (CRD# 7597) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $530,304,606 in 2,199 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    530
    MILLION
  • Total Number of Accounts
    2,199
    ACCOUNTS
  • Average Account Value
    $241,157
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Allegheny Investments, Ltd.
Showing 1 - 10 of 63 top financial advisors.
1
James F. Alexander
CRD#: 4118348
1544 Mileground Road, Morgantown, WV 26505

James Alexander (CRD# 4118348) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Morgantown, WV and has over 24 years of experience in the finance industry.

2
Jason D. Bendik
CRD#: 6891480
24 Beaver Grade Road, Mckees Rocks, PA 15136

Jason Bendik (CRD# 6891480) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Mckees Rocks, PA and has over 5 years of experience in the finance industry.

3
Jason M. Bolen
CRD#: 6146635
1544 Mileground Road, Morgantown, WV 26505

Jason Bolen (CRD# 6146635) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Morgantown, WV and has over 7 years of experience in the finance industry.

4
Ralph S. Boyd
CRD#: 3034257
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Ralph Boyd (CRD# 3034257) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 25 years of experience in the finance industry.

5
Katrina L. Brown
CRD#: 6594533
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Katrina Brown (CRD# 6594533) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 6 years of experience in the finance industry.

6
James J. Browne
CRD#: 33228
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

James Browne (CRD# 33228) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 43 years of experience in the finance industry.

7
Britt R. Campbell
CRD#: 728135
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Britt Campbell (CRD# 728135) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 43 years of experience in the finance industry.

8
Ian D. Cerminara
CRD#: 6330049
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Ian Cerminara (CRD# 6330049) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 9 years of experience in the finance industry.

9
Robert E. Daley
CRD#: 2846193
Mcmurray, PA

Robert Daley (CRD# 2846193) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Mcmurray, PA and has over 27 years of experience in the finance industry.

10
Bonita V. Dicarlo
CRD#: 1004532
Pittsburgh, PA

Bonita Dicarlo (CRD# 1004532) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 42 years of experience in the finance industry.

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