John
Abriola

United Capital Financial Advisors

CRD#1563684
Investment Advisor
in Carnegie, PA

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About this Advisor

John Abriola is a financial advisor based in Carnegie, Pennsylvania, working with United Capital Financial Advisors. John has previously held positions at John P. Abriola, Select Financial Group, LLC - Investment Adviser, Girard Securities, United Capital Financial Advisers, LLC, Select Financial Group, LLC, Cetera Advisor Networks LLC, Lion Street Financial, and Royal Alliance Associates, Inc. John has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, John is part of United Capital Financial Advisors, which operates out of Carnegie, Pennsylvania. The firm has 47 offices and 288 employees. The firm manages assets totaling $17.7 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 institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at United Capital Financial Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

912 Washington Avenue
Carnegie, PA 15106

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United Capital Financial Advisors Brokerage Details

Total Assets Under Management

$17,693,379,042

PA Average: $3,042,739,679
Total Number of Employees

288

PA Average: 49
Total Number of Accounts

49,991

PA Average: 2,315
Average Account Size

$353,931

PA Average: $1,314,358

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

John Abriola Work History

2024 - Present (0 year)

Lion Street Financial

2015 - Present (9 years)

United Capital Financial Advisers, LLC

1992 - Present (32 years)

Select Financial Group, LLC

1985 - Present (39 years)

John P. Abriola

2017 - 2020 (3 years)

Cetera Advisor Networks LLC

2015 - 2017 (2 years)

Girard Securities

2001 - 2016 (15 years)

Select Financial Group, LLC - Investment Adviser

1997 - 2015 (18 years)

Royal Alliance Associates, Inc

Disclosures

Please visit the SEC profile of John Abriola 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 United Capital Financial Advisors

Javier Madrid
Tucson, AZ
Brian Frack
Larkspur, CA
Seth Goldberg
Scottsdale, AZ
Michael Ortiz
Charlotte, NC
Rachel Hall
Rockford, IL
Harrison Powell
Indianapolis, IN
Chloe Berentsen
Scottsdale, AZ
James Rivers
Newport Beach, CA

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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