Louis
Valli

Executive Wealth Counselors, LLC

CRD#2000861
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Louis Valli is a financial advisor who works out of Pittsburgh, Pennsylvania, who has been in the advisory business for 31 years. Valli is currently employed by Executive Wealth Counselors, LLC. They have worked at Executive Wealth Counselors, Llc for their complete career. Valli maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Executive Wealth Counselors, LLC is a financial advisory firm that has its headquarters in Pittsburgh, Pennsylvania. It has $177 million in assets across its 477 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 477 accounts, 44% are associated with high-net-worth individuals who have more than $1 million in assets. Executive Wealth Counselors, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules are based on the type of services provided. Fees billed by Executive Wealth Counselors, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

31 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

244 Boulevard Of The Allies 1St Floor
Pittsburgh, PA 15222

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Executive Wealth Counselors, LLC Brokerage Details

Total Assets Under Management

$177,250,867

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

4

PA Average: 41
Total Number of Accounts

477

PA Average: 3,342
Average Account Size

$371,595

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
  • Selection of other advisers

Louis Valli Work History

Louis has 31 years of experience.

1991 - Present (32 years)

Lfg Financial

Disclosures

Louis Valli has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Executive Wealth Counselors, LLC

James Snyder
Pittsburgh, PA
Frederick Gustave
Pittsburgh, PA
Louis Valli
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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