Matthew
Teplitz

Guyasuta Investment Advisors, Inc

CRD#1736830
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Matthew Teplitz is a financial advisor based in Pittsburgh, Pennsylvania with 12 years of industry experience. Teplitz currently works for Guyasuta Investment Advisors, Inc. They have spent the entirety of their career at Guyasuta Investment Advisors, Inc. Teplitz has a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Pennsylvania. Guyasuta Investment Advisors, Inc is a registered investment firm operating out of Pittsburgh, PA. It has a total of 11 people on staff. It administers $2 billion in assets between its 1,280 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 14 charities and foundations. Of its 1,280 client accounts, 70% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Guyasuta Investment Advisors, Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management are based on the financial services. Fees billed by Guyasuta Investment Advisors, Inc can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

12 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, Fixed Fees

Office Location

285 Kappa Drive Suite 220
Pittsburgh, PA 15238

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Guyasuta Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,985,812,000

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

11

PA Average: 41
Total Number of Accounts

1,280

PA Average: 3,342
Average Account Size

$1,551,416

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

Matthew Teplitz Work History

Matthew has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Guyasuta Investment Advisors Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Teplitz 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 Guyasuta Investment Advisors, Inc

Emily Weimer
Pittsburgh, PA
Henry Kincaid
Pittsburgh, PA
Jeffrey Todd
Pittsburgh, PA
Matthew Teplitz
Pittsburgh, PA
Kimberli Marino
Pittsburgh, PA
Paul Magovern
Pittsburgh, PA
Henry Beukema
Pittsburgh, PA
Jimil Wilson
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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