Jennifer
Schrauder

Allegheny Investments, LTD

CRD#2758354
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Jennifer Schrauder is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently an advisor at Allegheny Investments, LTD, Schrauder has a notable 21 years of professional experience in the financial advisory industry. Schrauder maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Schrauder is registered to advise investors based out of Pennsylvania. Over the course of their career, Schrauder has held roles at Allegheny Investments, LTD and Allegheny Financial Group, LTD. Allegheny Investments, LTD is headquartered in Pittsburgh, Pennsylvania, and operates out of nine additional brick-and-mortar locations in the country. In total, Allegheny Investments, LTD oversees $340 million in assets throughout 1,702 client accounts and employs more than 106 people. The amount of assets the firm manages makes it one of the mid-sized financial advisory firms in the United States. The firm manages 654 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 5% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Allegheny Investments, LTD can provide financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

Stone Quarry Crossing 811 Camp Horne Road, Suite 100
Pittsburgh, PA 15237

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Allegheny Investments, LTD Brokerage Details

Total Assets Under Management

$352,265,041

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

111

PA Average: 41
Total Number of Accounts

1,500

PA Average: 3,342
Average Account Size

$234,843

PA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jennifer Schrauder Work History

Jennifer has 21 years of experience.

1997 - Present (22 years)

Allegheny Investments, LTD

1997 - Present (22 years)

Allegheny Financial Group, LTD

Disclosures

Jennifer Schrauder has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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