Donald
Belt

Hefren-Tillotson, Inc

CRD#2252406
Investment Advisor
in Pittsburgh, PA
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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

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

23 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

650 Smithfield Street Suite 2330
Pittsburgh, PA 15222

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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

Donald Belt Work History

Donald has 23 years of experience.

1995 - Present (24 years)

Hefren-Tillotson, Inc

Disclosures

Donald Belt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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