Eunji
Kwon

Fort Pitt Capital Group, LLC

CRD#7319764
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Eunji Kwon is a financial advisor based in Pittsburgh, Pennsylvania, working with Fort Pitt Capital Group, LLC. Eunji has previously held positions at Pruco Securities, LLC, Novacare Select Medical, Axa Equitable Advisors, Expii, Inc, Kulicke And Soffa Industries, Inc, Kohl's, Kumon, The Prudential Insurance Company Of America, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Citizens Securities, Inc, Citizens Bank, N.A, Citizens Bank, N/A, and Fort Pitt Capital Group LLC. Eunji has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Eunji is part of Fort Pitt Capital Group, LLC, which operates out of Pittsburgh, Pennsylvania. The firm has 1 office and 74 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, educational seminars, and other services. The fee structure at Fort Pitt Capital Group, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

680 Andersen Drive Foster Plaza Ten -- Suite 350
Pittsburgh, PA 15220

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Fort Pitt Capital Group, LLC Brokerage Details

Total Assets Under Management

$5,156,026,201

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

74

PA Average: 41
Total Number of Accounts

9,164

PA Average: 3,342
Average Account Size

$562,639

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Eunji Kwon Work History

2024 - Present (0 year)

Fort Pitt Capital Group LLC

2022 - 2022 (< 1 year)

Citizens Securities, Inc

2022 - 2022 (< 1 year)

Citizens Bank, N.A

2022 - 2023 (1 year)

Citizens Securities, Inc

2022 - 2023 (1 year)

Citizens Bank, N/A

2021 - 2022 (1 year)

Jpmorgan Chase Bank, N.A

2021 - 2022 (1 year)

J.P. Morgan Securities LLC

2020 - 2021 (1 year)

Pruco Securities, LLC

2020 - 2020 (< 1 year)

Novacare Select Medical

2020 - 2020 (< 1 year)

Axa Equitable Advisors

2020 - 2021 (1 year)

The Prudential Insurance Company Of America

2018 - 2020 (2 years)

Expii, Inc

2018 - 2018 (< 1 year)

Kulicke And Soffa Industries, Inc

2016 - 2016 (< 1 year)

Kohl'S

2015 - 2015 (< 1 year)

Kumon

Disclosures

Please visit the SEC profile of Eunji Kwon 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 Fort Pitt Capital Group, LLC

Christopher Barto
Pittsburgh, PA
Mariano Lopez
Pittsburgh, PA
Kaitlyn Haney
Pittsburgh, PA
William Engel
Pittsburgh, PA
Charles Mattiucci
Pittsburgh, PA
Skylar Riddle
Pittsburgh, PA
Emily Sippel
Pittsburgh, PA
Nathan Boxx
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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