Alissa
Garcia
Schneider Downs Wealth Management Advisors, Lp
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About this Advisor
Alissa Garcia is a certified financial planner based out of Pittsburgh, Pennsylvania with 5 years of industry experience. Garcia is an employee of Schneider Downs Wealth Management Advisors, Lp. Over the course of their career, they have held roles at Pathways Of Swpa, Curly Willow Inc, University Of Pittsburgh, J. E. Harris And Assoc, Trustmont Financial Group, Inc, Trustmont Advisory Group, Inc, Oakmont Capital Management, LLC, Schneider Downs Wealth Managment Advisors, Lp and Covenant Church Of Pittsburgh. Garcia has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Schneider Downs Wealth Management Advisors, Lp is an advisory firm that has its headquarters in Pittsburgh, PA. The investment advisory business has a total of 29 financial advisors. It oversees $2 billion in assets among its 1,894 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises four charitable organizations. Of its 1,894 client accounts, just 9% belong to high-net-worth individuals who have greater than $1 million in assets. Schneider Downs Wealth Management Advisors, Lp offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on the financial services offered. Fee types charged by Schneider Downs Wealth Management Advisors, Lp may include any combination 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
Alissa Garcia Work History
Alissa has been registered as a financial advisor for 5 years.*
Schneider Downs Wealth Managment Advisors, Lp
Pathways Of Swpa
Curly Willow Inc
Covenant Church Of Pittsburgh
Oakmont Capital Management, LLC
Trustmont Advisory Group, Inc
J. E. Harris And Assoc
Trustmont Financial Group, Inc
University Of Pittsburgh
*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 Alissa Garcia 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
Columbus, OH
Pittsburgh, PA
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
