Christopher
Dulovich

Waddell & Reed

CRD#5566522
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Christopher Dulovich is a financial advisor based out of Pittsburgh, Pennsylvania, with a total of 10 years in the industry. Dulovich is on the advisory team at Waddell & Reed. During their career, the advisor has held roles at Pnc Bank Na, Pnc Investments LLC, Pnc Investments, Waddell & Reed, Inc and Various Insurance Carriers For W&R Insurance Agencies. Dulovich has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida, Maryland, North Carolina, Ohio, Pennsylvania, Texas and Virginia. Waddell & Reed is a company operating in Pittsburgh, Pennsylvania. The firm has offices in 357 locations and a total of 1,700 advisors. It manages $27 billion in assets under management across its 180,314 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 130 charitable organizations. Of its 180,314 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets. Waddell & Reed provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees usually vary depending on the financial services provided. However, fee types charged by Waddell & Reed most likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

645 Rodi Rd Ste 300
Pittsburgh, PA 15235-4569

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Waddell & Reed Brokerage Details

Total Assets Under Management

$26,947,268,630

PA Average: $2,243,162,756
Total Number of Employees

1,700

PA Average: 44
Total Number of Accounts

180,314

PA Average: 4,091
Average Account Size

$149,446

PA Average: $548,316

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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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Christopher Dulovich Work History

Christopher has 10 years of experience.

2019 - Present (3 years)

Waddell & Reed, Inc

2019 - Present (3 years)

Various Insurance Carriers For W&R Insurance Agencies

2014 - 2019 (5 years)

Pnc Investments

2010 - 2014 (4 years)

Pnc Bank Na

2010 - 2014 (4 years)

Pnc Investments LLC

Disclosures

Christopher Dulovich has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

Samuel Valerio
Houston, TX
Heidi Westfall
Midvale, UT
Elizabeth Snodgrass
Saint Louis, MO
Agatha Robinson
Mission, KS
Craig Clements
Noblesville, IN
Derek Tracz
Mission, KS
Joshua Kilsch
Salina, KS
Christopher Scelsa
Hamden, CT

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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