Chartwell Investment Partners, LLC
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About this Advisor
Brian Paluso is a certified financial planner located in Pittsburgh, Pennsylvania. Currently an investment advisor with Chartwell Investment Partners, LLC, Paluso has 10 years of professional experience as an investment advisor. Paluso has Series 63 and Series 66 licenses, designating the advisor as a securities agent. Paluso can serve clients in Pennsylvania. Throughout their career, they have worked at Invesco Aim Distributors, Inc, Tristate Capital Bank and Invesco Advisers, Inc. Chartwell Investment Partners, LLC is located in Pittsburgh, Pennsylvania. Overall, Chartwell Investment Partners, LLC manages $8 billion in assets dispersed across 390 client accounts and retains more than 63 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 390 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Chartwell Investment Partners, LLC can offer portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. The firm may charge clients asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Chartwell Investment Partners, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Brian Paluso Work History
Brian has 10 years of experience.
Tristate Capital Bank
Invesco Advisers, Inc
Invesco Aim Distributors, Inc
Brian Paluso has no disclosures.
Please visit their SEC profile for more details.