Megan
Muller

Schneider Downs Wealth Management Advisors, Lp

CRD#7434527
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Megan Muller is a financial advisor based in Pittsburgh, Pennsylvania, working with Schneider Downs Wealth Management Advisors, Lp. Megan has previously held positions at Schneider Downs Wealth Management Advisors, Lp, Three Cord True Wealth Management, Blue Sky Closing Services, H2R Cpa, Cottril Arbutina Division, Robert Morris University, Anderson Merchandisers, and Key Bank Pavilion-Live Nation Entertainment. Megan has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Megan is part of Schneider Downs Wealth Management Advisors, Lp, which operates out of Pittsburgh, Pennsylvania. The firm has 1 office and 27 employees. The firm manages assets totaling $2.6 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 institutional clients, pension consulting services, and selection of other advisers. The fee structure at Schneider Downs Wealth Management Advisors, Lp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

One Ppg Place, Suite 1700
Pittsburgh, PA 15222

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Schneider Downs Wealth Management Advisors, Lp Brokerage Details

Total Assets Under Management

$2,614,783,099

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

27

PA Average: 41
Total Number of Accounts

2,036

PA Average: 3,342
Average Account Size

$1,284,275

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
  • Pension consulting services
  • Selection of other advisers

Megan Muller Work History

2022 - Present (3 years)

Schneider Downs Wealth Management Advisors, Lp

2021 - 2022 (1 year)

Three Cord True Wealth Management

2021 - 2021 (< 1 year)

Blue Sky Closing Services

2021 - 2021 (< 1 year)

H2R Cpa, Cottril Arbutina Division

2020 - 2021 (1 year)

Robert Morris University

2019 - 2020 (1 year)

Anderson Merchandisers

2019 - 2021 (2 years)

Robert Morris University

2018 - 2019 (1 year)

Key Bank Pavilion-Live Nation Entertainment

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Megan Muller 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 Schneider Downs Wealth Management Advisors, Lp

Megan Muller
Pittsburgh, PA
Sean Mccann
Pittsburgh, PA
Courtney Moriarty
Columbus, OH
Derek Eichelberger
Pittsburgh, PA
Demetrius Kokales
Pittsburgh, PA
David Brinkman
Columbus, OH
Evan Biggs
Columbus, OH
Michael Curry
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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