Courtney
Collins

Allegheny Investments, LTD

CRD#6764728
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Courtney Collins is a certified financial planner operating out of Pittsburgh, Pennsylvania who has 1 year of relevant experience. Collins is on the advisory team at Allegheny Investments, LTD. Their career trajectory has included roles at Mid Atlantic Capital Corporation, Mid Atlantic Capital Group, Abc Staffing, Nordstrom, Franklin & Marshall College, First Commonwealth Bank, American Pools, Abercrombie & Fitch and Allegheny Financial Group. Collins holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Allegheny Investments, LTD is a firm that has its headquarters in Pittsburgh, PA. It has offices in 15 locations and a total of 99 advisors. It handles $675 million in assets under management among its 2,948 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm provides financial advice to 20 charitable organizations. Of its 2,948 customer accounts, just 9% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services typically vary depending on which services are offered. However, fees billed by Allegheny Investments, LTD likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

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

$675,219,021

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

99

PA Average: 41
Total Number of Accounts

2,948

PA Average: 3,342
Average Account Size

$229,043

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Courtney Collins Work History

Courtney has been registered as a financial advisor for 1 years.*

2019 - Present (5 years)

Allegheny Financial Group

2018 - 2019 (1 year)

Mid Atlantic Capital Corporation

2017 - 2019 (2 years)

Mid Atlantic Capital Group

2017 - 2017 (< 1 year)

Abc Staffing

2016 - 2017 (1 year)

Nordstrom

2015 - 2015 (< 1 year)

First Commonwealth Bank

2014 - 2014 (< 1 year)

American Pools

2013 - 2013 (< 1 year)

American Pools

2013 - 2013 (< 1 year)

Abercrombie & Fitch

2012 - 2016 (4 years)

Franklin & Marshall College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Courtney Collins 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 Allegheny Investments, LTD

Christopher Oneill
Pittsburgh, PA
Jason Bolen
Morgantown, WV
Nicholas Lewandowski
Pittsburgh, PA
Sheryl Kendrick
Pittsburgh, PA
Michael Dykes
Pittsburgh, PA
Eric Matsko
Pittsburgh, PA
Wyatt Sten
Pittsburgh, PA
Robert Maruca
Ebensburg, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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