Adri
Bleier

Royal Alliance Associates, Inc

CRD#6502127
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Adri Bleier is a financial advisor who lives in Pittsburgh, Pennsylvania. Currently an investment advisor with Royal Alliance Associates, Inc, they have accrued 10 years of professional experience as an investment advisor. Bleier maintains Series 65 and Series 63 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Bleier can advise clients based out of Pennsylvania. The advisor has gained experience at Mid Atlantic Financial Management, Inc, Bleier Insurance Group, Bleier Zagula Finance, Friday Marketing Group and Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is headquartered in Pittsburgh, Pennsylvania, and has 952 other offices in the United States. In aggregate, Royal Alliance Associates, Inc manages $17 billion in assets covering 75,586 accounts and employs more than 2,965 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 62,530 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 17% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Royal Alliance Associates, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Three Gateway Center 401 Liberty Ave Suite 2300
Pittsburgh, PA 15222

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$16,700,637,764

PA Average: $10,121,009,343
Total Number of Employees

2,965

PA Average: 92
Total Number of Accounts

75,586

PA Average: 6,978
Average Account Size

$220,949

PA Average: $1,450,417

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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
  • Educational seminars/workshops

Adri Bleier Work History

Adri has 10 years of experience.

2016 - Present (6 years)

Royal Alliance Associates, Inc

2013 - Present (9 years)

Bleier Insurance Group

2015 - 2016 (1 year)

Mid Atlantic Financial Management, Inc

2011 - 2013 (2 years)

Bleier Zagula Finance

2010 - 2011 (1 year)

Friday Marketing Group

Disclosures

Adri Bleier has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Christopher Sabatini
Southfield, MI
Timothy Maurer
Rochester, MI
Ashley Howell
Raleigh, NC
Kara Brockmeier
Saint Louis, MO
Sean Holland
Austin, TX
Jason Jett
Carmel, IN
Alexander Schwarck
Johnston, IA

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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