Chris
Wieder

Allegheny Investments, LTD

CRD#3058590
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Chris Wieder is a certified financial planner based out of Pittsburgh, Pennsylvania, who has 12 years in the industry. Wieder is an advisor for Allegheny Investments, LTD. They have spent the entirety of their time as a financial advisor at Allegheny Investments, Ltd. Wieder has Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Pennsylvania. Allegheny Investments, LTD is a business based in Pittsburgh, Pennsylvania. The company has offices in nine locations and a total of 106 financial advisors. It oversees $340 million in assets between its 1,702 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advice to five charitable organizations. Of its 1,702 customer accounts, just 5% belong to high-net-worth clients who have at least $1 million in investable assets. The business provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically are based on the type of financial services offered. However, fees billed by Allegheny Investments, LTD most likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 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, Fixed Fees, Others

Disclosures

No

Office Location

Stone Quarry Crossing 811 Camp Horne Road, Suite 100
Pittsburgh, PA 15237

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Allegheny Investments, LTD Brokerage Details

Total Assets Under Management

$352,265,041

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

111

PA Average: 41
Total Number of Accounts

1,500

PA Average: 3,342
Average Account Size

$234,843

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

Chris Wieder Work History

Chris has 12 years of experience.

2006 - Present (13 years)

Allegheny Financial Group, LTD

Disclosures

Chris Wieder has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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