Bernard
Dougherty

Hefren-Tillotson, Inc

CRD#2262371
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Bernard Dougherty is a certified financial planner based out of Pittsburgh, Pennsylvania, who has been in the industry for 25 years. Dougherty is currently employed by Hefren-Tillotson, Inc. They have spent their entire career at Hefren-tillotson, Inc. Dougherty holds a Series 63 license, which qualifies them as a securities representative, and is able to advise clients in Arizona, Texas, California, Michigan and Pennsylvania. Hefren-Tillotson, Inc is an advisory company based out of Pittsburgh, Pennsylvania. The firm has offices in six locations and a total of 183 financial advisors. It controls $8 billion in total assets across its 22,446 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 80 charitable organizations. Of its 22,446 accounts, just 9% are held by high-net-worth individuals who have more than $1 million in investable assets. Hefren-Tillotson, Inc provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fee types billed by Hefren-Tillotson, Inc may include some combination of asset-based, hourly and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Commissions

Disclosures

No

Office Location

308 Seventh Avenue
Pittsburgh, PA 15222

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Hefren-Tillotson, Inc Brokerage Details

Total Assets Under Management

$7,765,418,086

PA Average: $15,833,994,310
Total Number of Employees

236

PA Average: 41
Total Number of Accounts

24,752

PA Average: 3,342
Average Account Size

$313,729

PA Average: $4,737,880

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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

Bernard Dougherty Work History

Bernard has 25 years of experience.

1993 - Present (26 years)

Hefren-Tillotson, Inc

Disclosures

Bernard Dougherty has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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