John
Walczak

Allegheny Investments, LTD

CRD#5575114
Investment Advisor
in Pittsburgh, PA
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About this Advisor

John Walczak is a certified financial planner who is based out of Pittsburgh, Pennsylvania. Currently a registered advisor with Allegheny Investments, LTD, they have accumulated 10 years of experience as a financial advisor. Walczak has a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Walczak is able to work with investors based out of Pennsylvania. Walczak has worked their entire career at Allegheny Investments, LTD. Allegheny Investments, LTD is based out of Pittsburgh, Pennsylvania, and has nine brick-and-mortar locations across the United States. Overall, Allegheny Investments, LTD oversees $340 million in assets across 1,702 client accounts and retains more than 106 people. The level of assets currently under the firm's management makes it one of the mid-sized firms in the nation. The firm manages 654 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Allegheny Investments, LTD can offer financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

John Walczak Work History

John has 10 years of experience.

2008 - Present (11 years)

Allegheny Investments, LTD

Disclosures

John Walczak has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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