Jeffrey
Schlegel
Fnb Wealth Management
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About this Advisor
Jeffrey Schlegel is a financial advisor based in Monroeville, Pennsylvania, working with Fnb Wealth Management. Jeffrey has previously held a position at F.N.B. Investment Advisors, Inc. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Jeffrey is part of Fnb Wealth Management, which operates out of Monroeville, Pennsylvania. The firm has 15 offices and 51 employees. The firm manages assets totaling $6.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fnb Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fnb Wealth Management Brokerage Details
$6,344,187,219
51
1,186
$5,349,230
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Schlegel Work History
F.N.B. Investment Advisors, Inc
Disclosures
Please visit the SEC profile of Jeffrey Schlegel 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 Fnb Wealth Management
State College, PA
Pittsburgh, PA
Greensboro, NC
Pittsburgh, PA
State College, PA
State College, PA
Raleigh, NC
York, 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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