Mario
Posteraro

Roble, Belko And Company, Inc

CRD#5933185
Investment Advisor
in Sewickley, PA

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About this Advisor

Mario Posteraro is a financial advisor based in Sewickley, Pennsylvania, working with Roble, Belko And Company, Inc. Mario has previously held positions at Pnc Wealth Management, Teach For America, Key Bank, and Roble, Belko, And Company, Inc. Mario is registered to provide services in Pennsylvania and Texas. Currently, Mario is part of Roble, Belko And Company, Inc, which operates out of Sewickley, Pennsylvania. The firm has 9 employees and manages assets totaling $953.2 million. The firm 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, and selection of other advisers. The fee structure at Roble, Belko And Company, Inc includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

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, Fixed Fees

Office Location

1603 Carmody Court Suite 401
Sewickley, PA 15143

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Roble, Belko And Company, Inc Brokerage Details

Total Assets Under Management

$953,191,860

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

9

PA Average: 41
Total Number of Accounts

977

PA Average: 3,342
Average Account Size

$975,631

PA Average: $4,737,880

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

Mario Posteraro Work History

2018 - Present (6 years)

Roble, Belko, And Company, Inc

2015 - 2018 (3 years)

Pnc Wealth Management

2014 - 2014 (< 1 year)

Key Bank

2013 - 2015 (2 years)

Teach For America

Disclosures

Please visit the SEC profile of Mario Posteraro 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 Roble, Belko And Company, Inc

Mario Posteraro
Sewickley, PA
Keith Wander
Sewickley, PA
Nicholas Cavanaugh
Sewickley, PA
Jacqueline Cannella
Sewickley, PA
Ryan Lacey
Sewickley, PA
William Belko
Sewickley, PA
Anthony Carrino
Newtown, PA
Roger Roble
Sewickley, 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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