Courtney
Collins

Allegheny Investments, LTD

CRD#6764728
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Courtney Collins is a financial advisor based in Pittsburgh, Pennsylvania, working with Allegheny Investments, LTD. Courtney has previously held positions at Mid Atlantic Capital Corporation, Mid Atlantic Capital Group, Abc Staffing, Nordstrom, Franklin & Marshall College, First Commonwealth Bank, American Pools, and Allegheny Financial Group. Courtney has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Courtney is part of Allegheny Investments, LTD, which operates out of Pittsburgh, Pennsylvania. The firm has 12 offices and 81 employees. The firm manages assets totaling $530.3 million 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, and portfolio management for institutional clients. The fee structure at Allegheny Investments, LTD includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

$530,304,606

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

81

PA Average: 41
Total Number of Accounts

2,199

PA Average: 3,342
Average Account Size

$241,157

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

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

2012 - 2016 (4 years)

Franklin & Marshall College

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

Katrina Brown
Pittsburgh, PA
Eric Matsko
Pittsburgh, PA
Matthew Haller
Pittsburgh, PA
Matthew Jaspert
Pittsburgh, PA
Jenifer Koch
Pittsburgh, PA
Jason Bolen
Morgantown, WV
Ian Cerminara
Pittsburgh, PA
Nicholaus Domachowski
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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