Bryson
Roof

Fort Pitt Capital Group, LLC

CRD#5917229
Investment Advisor
in Harrisburg, PA

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About this Advisor

Bryson Roof is a financial advisor based in Harrisburg, Pennsylvania, working with Fort Pitt Capital Group, LLC. Bryson has previously held positions at Roof Advisory Group, Inc and Fort Pitt Capital Group LLC. Bryson has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Bryson is part of Fort Pitt Capital Group, LLC, which operates out of Harrisburg, Pennsylvania. The firm has 1 office and 74 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, educational seminars, and other services. The fee structure at Fort Pitt Capital Group, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

507 N. Front Street
Harrisburg, PA 17101

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Fort Pitt Capital Group, LLC Brokerage Details

Total Assets Under Management

$5,156,026,201

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

74

PA Average: 41
Total Number of Accounts

9,164

PA Average: 3,342
Average Account Size

$562,639

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Bryson Roof Work History

2019 - Present (5 years)

Fort Pitt Capital Group LLC

2012 - Present (12 years)

Roof Advisory Group, Inc

Disclosures

Please visit the SEC profile of Bryson Roof 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 Fort Pitt Capital Group, LLC

Charles Mattiucci
Pittsburgh, PA
Christopher Barto
Pittsburgh, PA
Mariano Lopez
Pittsburgh, PA
William Engel
Pittsburgh, PA
Skylar Riddle
Pittsburgh, PA
Kaitlyn Haney
Pittsburgh, PA
Richard Roberto
Pittsburgh, PA
Jay Sommariva
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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