Allegheny Investments, LTD
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About this Advisor
Michael Pappis is a certified financial planner located in Pittsburgh, Pennsylvania. Currently a registered investment advisor with Allegheny Investments, LTD, Pappis has 12 years of experience as a registered advisor. Pappis maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Pappis is able to act as an advisor based out of Pennsylvania. The advisor has gained experience at Allegheny Financial Group, Hefren-Tillotson, Valley Brook, North Hills High School, University Of Pittsburgh and Bny Mellon. Allegheny Investments, LTD is headquartered in Pittsburgh, Pennsylvania, and has nine other brick-and-mortar locations throughout the country. In aggregate, Allegheny Investments, LTD oversees $340 million in assets throughout 1,702 client accounts and retains more than 106 people. The firm's total assets under management places it among the mid-sized investment advisory firms in the nation. The firm manages 654 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Allegheny Investments, LTD can provide financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Allegheny Investments, LTD Brokerage Details
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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
Michael Pappis Work History
Michael has 12 years of experience.
Allegheny Financial Group
University Of Pittsburgh
North Hills High School
Michael Pappis has no disclosures.
Please visit their SEC profile for more details.