Allegheny Investments, LTD

Investment Advisor
in Pittsburgh, PA
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About this Advisor

David Jeter is a certified financial planner who works in Pittsburgh, Pennsylvania, with a total of 15 years of experience as a financial advisor. Jeter is an employee of Allegheny Investments, LTD. They have been employed by Allegheny Investments, Ltd for their complete career. Jeter holds a Series 63 license, certifying them as a securities broker, and is registered to work in Pennsylvania. Allegheny Investments, LTD is a company based out of Pittsburgh, Pennsylvania. The investment advisory business has offices in nine locations and a total of 106 financial advisors. It manages $340 million in total assets across its 1,702 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 1,702 accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in investable assets. Allegheny Investments, LTD offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees usually are based on which services the firm provides the client. However, fees billed by Allegheny Investments, LTD can be comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

15 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



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


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


PA Average: 41
Total Number of Accounts


PA Average: 3,342
Average Account Size


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

David Jeter Work History

David has 15 years of experience.

2003 - Present (16 years)

Allegheny Investments, LTD


David Jeter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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