Kaitlyn
Haney

Fort Pitt Capital Group, LLC

CRD#7475888
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Kaitlyn Haney is a financial advisor based in Pittsburgh, Pennsylvania, working with Fort Pitt Capital Group, LLC. Kaitlyn has previously held positions at Fort Pitt Capital Group, Common Plea, and Penn State University, Behrend College. Kaitlyn is registered to provide services in Pennsylvania. Currently, Kaitlyn is part of Fort Pitt Capital Group, LLC, which operates out of Pittsburgh, Pennsylvania. The firm has 1 office and 74 employees. The firm manages assets totaling $5.2 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 investment companies, portfolio management for institutional clients, pension consulting services, educational seminars, and other services. The fee structure at Fort Pitt Capital Group, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

680 Andersen Drive Foster Plaza Ten -- Suite 350
Pittsburgh, PA 15220

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Fort Pitt Capital Group, LLC Brokerage Details

Total Assets Under Management

$5,156,026,201

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

74

PA Average: 41
Total Number of Accounts

9,164

PA Average: 3,342
Average Account Size

$562,639

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Kaitlyn Haney Work History

2021 - Present (4 years)

Fort Pitt Capital Group

2019 - 2020 (1 year)

Common Plea

2018 - 2021 (3 years)

Fort Pitt Capital Group

2014 - 2018 (4 years)

Penn State University, Behrend College

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Disclosures

Please visit the SEC profile of Kaitlyn Haney 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 Fort Pitt Capital Group, LLC

Skylar Riddle
Pittsburgh, PA
Mariano Lopez
Pittsburgh, PA
Charles Mattiucci
Pittsburgh, PA
Kaitlyn Haney
Pittsburgh, PA
William Engel
Pittsburgh, PA
Christopher Barto
Pittsburgh, PA
Richard Roberto
Pittsburgh, PA
Paul Brahan
Pittsburgh, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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