Courtney
Moriarty
Schneider Downs Wealth Management Advisors, Lp
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About this Advisor
Courtney Moriarty is a financial advisor working in Columbus, Ohio. Moriarty is an advisor for Schneider Downs Wealth Management Advisors, Lp. During their career, the advisor has held roles at Nationwide, Standard Hall, Bob Evans, Celina'S Best Yogurt, Nationwide Investment Services Corp and Schneider Downs Wealth Management Advisors, Lp. Moriarty maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Ohio. Schneider Downs Wealth Management Advisors, Lp is a registered investment company that has its headquarters in Pittsburgh, PA. The firm has a total of 29 people on staff. It controls $2 billion in assets between its 1,894 accounts, making it one of the biggest firms in the country by assets under management. The firm advises four charitable organizations. Of its 1,894 customer accounts, just 9% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely vary depending on the services. However, fee types billed by Schneider Downs Wealth Management Advisors, Lp most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Schneider Downs Wealth Management Advisors, Lp Brokerage Details
$2,175,010,746
29
1,894
$1,148,369
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Courtney Moriarty Work History
Courtney has been registered as a financial advisor for 0 years.*
Schneider Downs Wealth Management Advisors, Lp
Nationwide Investment Services Corp
Nationwide
Standard Hall
Bob Evans
Celina'S Best Yogurt
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Courtney Moriarty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Schneider Downs Wealth Management Advisors, Lp
Pittsburgh, PA
Columbus, OH
Pittsburgh, PA
Pittsburgh, PA
Columbus, OH
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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