Ian
Cerminara
Allegheny Investments, LTD
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About this Advisor
Ian Cerminara is a certified financial planner who works out of Pittsburgh, Pennsylvania, with 9 years of relevant experience. Cerminara is currently employed by Allegheny Investments, LTD. During their career, the advisor has held roles at Allegheny Financial Group and American International Forwarding. Cerminara has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Allegheny Investments, LTD is a business that has its headquarters in Pittsburgh, PA. It has offices in 15 locations and a total of 99 people on staff. It handles $675 million in total assets among its 2,948 client accounts, making it one of the larger firms in the United States by assets under management. The firm provides services to 20 charitable organizations. Of its 2,948 customer accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which service is offered. Fee types charged by Allegheny Investments, LTD likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allegheny Investments, LTD Brokerage Details
$675,219,021
99
2,948
$229,043
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Ian Cerminara Work History
Ian has been registered as a financial advisor for 9 years.*
Allegheny Financial Group
American International Forwarding
*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 Ian Cerminara 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 Allegheny Investments, LTD
Morgantown, WV
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Ebensburg, 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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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.
