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About this Advisor
Donald Belt is a chartered financial analyst based out of Pittsburgh, Pennsylvania, with a total of 23 years of experience as a financial advisor. Belt is on the advisory team at Hefren-Tillotson, Inc. They have been with Hefren-tillotson, Inc for their whole career. Belt holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Hefren-Tillotson, Inc is an advisory firm that has its headquarters in Pittsburgh, Pennsylvania. The investment advisory business has offices in six locations and a total of 183 advisors. It oversees $8 billion in total assets among its 22,446 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 80 charitable organizations. Of its 22,446 accounts, just 9% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules largely vary depending on which services the firm provides the client. However, fee types billed by Hefren-Tillotson, Inc most likely are comprised of asset-based, hourly and commission-based fees.
Certifications and Registrations
Years of Experience
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Hefren-Tillotson, Inc Brokerage Details
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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
Donald Belt Work History
Donald has 23 years of experience.
Donald Belt has no disclosures.
Please visit their SEC profile for more details.