Craig
Tillotson

Hefren-Tillotson, Inc

CRD#1296742
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Craig Tillotson is a financial advisor based in Pittsburgh, Pennsylvania. Currently an investment advisor with Hefren-Tillotson, Inc, they have accrued a notable 36 years of professional experience as a registered investment advisor. Tillotson has Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Tillotson is able to act as a financial advisor based out of Arizona, California, Delaware, Michigan, Pennsylvania and Texas. Tillotson has spent their whole career at Hefren-Tillotson, Inc. Hefren-Tillotson, Inc is based out of Pittsburgh, Pennsylvania, and has six other brick-and-mortar locations across the nation. In total, Hefren-Tillotson, Inc manages $8 billion in assets throughout 22,446 accounts and employs more than 183 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 11,639 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Hefren-Tillotson, Inc provides financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based, hourly and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

36 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, Commissions

Disclosures

No

Office Location

8150 Perry Highway Suite 105
Pittsburgh, PA 15237

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Hefren-Tillotson, Inc Brokerage Details

Total Assets Under Management

$7,765,418,086

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

236

PA Average: 41
Total Number of Accounts

24,752

PA Average: 3,342
Average Account Size

$313,729

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

Craig Tillotson Work History

Craig has 36 years of experience.

1984 - Present (35 years)

Hefren-Tillotson, Inc

Disclosures

Craig Tillotson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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