Brian
Paluso

Chartwell Investment Partners, LLC

CRD#2458083
Investment Advisor
in Pittsburgh, PA
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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

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

301 Grant Street Suite 2700
Pittsburgh, PA 15219

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Chartwell Investment Partners, LLC Brokerage Details

Total Assets Under Management

$9,189,105,646

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

67

PA Average: 41
Total Number of Accounts

444

PA Average: 3,342
Average Account Size

$20,696,184

PA Average: $4,737,880

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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.

2016 - Present (3 years)

Tristate Capital Bank

2010 - 2016 (6 years)

Invesco Advisers, Inc

2008 - 2016 (8 years)

Invesco Aim Distributors, Inc

Disclosures

Brian Paluso has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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