Maryann
Siebert

Hefren-Tillotson, Inc

CRD#870554
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Maryann Siebert is a certified financial planner in Pittsburgh, Pennsylvania. Currently a registered investment advisor with Hefren-Tillotson, Inc, Siebert has an impressive 29 years of work experience as a financial advisor. Siebert holds a Series 63 license, which designates the advisor as a securities representative. Siebert is able to advise customers in California, Texas, Delaware, Pennsylvania and Michigan. Siebert has spent their career at Hefren-Tillotson, Inc. Hefren-Tillotson, Inc is headquartered in Pittsburgh, Pennsylvania, and operates out of six other locations throughout the nation. Overall, Hefren-Tillotson, Inc oversees $8 billion in assets throughout 22,446 accounts and employs more than 183 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the United States. The firm manages 11,639 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Hefren-Tillotson, Inc offers financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based, hourly and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

29 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

Maryann Siebert Work History

Maryann has 29 years of experience.

1989 - Present (30 years)

Hefren-Tillotson, Inc

Disclosures

Maryann Siebert has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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