Douglas
Finley
Hunter Associates LLC
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About this Advisor
Douglas Finley is a certified financial planner based in Pittsburgh, Pennsylvania with 7 years of relevant experience. Finley is currently employed by Hunter Associates LLC. Their career trajectory has included roles at Hunter Associates, Eaton Corporation and Bny Mellon. Finley has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Hunter Associates LLC is a company that has its headquarters in Pittsburgh, PA. The company has a total of 13 employees. It oversees $833 million in assets among its 1,507 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm serves 15 charities and foundations. Of its 1,507 client accounts, 22% are associated with high-net-worth investors who have at least $1 million in investable assets. Hunter Associates LLC offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. A financial advisor's fee schedules usually depend on which services are provided. However, fee types billed by Hunter Associates LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hunter Associates LLC Brokerage Details
$832,712,608
13
1,507
$552,563
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Douglas Finley Work History
Douglas has been registered as a financial advisor for 7 years.*
Hunter Associates
Eaton Corporation
Bny Mellon
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Douglas Finley 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 Hunter Associates LLC
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Salem, OH
Salem, OH
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
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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.
