Justin
Grubisha

Hefren-Tillotson, Inc

CRD#5684984
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Justin Grubisha is a certified financial planner working out of Pittsburgh, Pennsylvania, who has been in the advisory business for 10 years. Grubisha is currently employed by Hefren-Tillotson, Inc. Grubisha has gained experience at Hefren-Tillotson, Inc, National City Corp and University Of Pittsburgh. Grubisha has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Arizona and Pennsylvania. Hefren-Tillotson, Inc is an advisory firm headquartered in Pittsburgh, Pennsylvania. The investment advisory business has offices in six locations and a total of 183 employees. It handles $8 billion in assets under management among its 22,446 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 80 charities and foundations. Of its 22,446 accounts, just 9% are associated with high-net-worth investors who have greater than $1 million in investable assets. Hefren-Tillotson, Inc provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services usually depend on the services. However, fee types charged by Hefren-Tillotson, Inc can include asset-based, hourly and commission-based 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, Commissions

Disclosures

No

Office Location

308 Seventh Avenue
Pittsburgh, PA 15222

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Hefren-Tillotson, Inc Brokerage Details

Total Assets Under Management

$7,765,418,086

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

236

PA Average: 41
Total Number of Accounts

24,752

PA Average: 3,342
Average Account Size

$313,729

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

Justin Grubisha Work History

Justin has 10 years of experience.

2009 - Present (10 years)

Hefren-Tillotson, Inc

2009 - 2009 (< 1 year)

National City Corp

2008 - 2009 (1 year)

University Of Pittsburgh

Disclosures

Justin Grubisha has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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