Gregg
Daily
Schneider Downs Wealth Management Advisors, Lp
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About this Advisor
Gregg Daily is a financial advisor working out of Pittsburgh, Pennsylvania with a total of 2 years of industry experience. Daily is on the advisory team at Schneider Downs Wealth Management Advisors, Lp. Over the course of their career, they have held roles at Pnc Bank Na, Schneider Downs Wealth Management Advisors, Lp and Fragasso Financial Advisors. Daily maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Schneider Downs Wealth Management Advisors, Lp is a business operating out of Pittsburgh, PA. The investment advisory business has a total of 29 advisors. It administers $2 billion in assets among its 1,894 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves four charitable organizations. Of its 1,894 accounts, just 9% are held by high-net-worth clients who have more than $1 million in assets available to invest. Schneider Downs Wealth Management Advisors, Lp offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services largely vary depending on which services are provided. However, fee types charged by Schneider Downs Wealth Management Advisors, Lp most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Schneider Downs Wealth Management Advisors, Lp Brokerage Details
$2,175,010,746
29
1,894
$1,148,369
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Gregg Daily Work History
Gregg has been registered as a financial advisor for 2 years.*
Schneider Downs Wealth Management Advisors, Lp
Pnc Bank Na
Fragasso Financial Advisors
*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 Gregg Daily 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 Schneider Downs Wealth Management Advisors, Lp
Columbus, OH
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Columbus, OH
Pittsburgh, PA
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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