Michael
Pappis

Allegheny Investments, LTD

CRD#6220099
Investment Advisor
in Pittsburgh, PA
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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

Series 66, Certified Financial Planner

Years of Experience

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, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

Stone Quarry Crossing 811 Camp Horne Road, Suite 100
Pittsburgh, PA 15237

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Allegheny Investments, LTD Brokerage Details

Total Assets Under Management

$352,265,041

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

111

PA Average: 41
Total Number of Accounts

1,500

PA Average: 3,342
Average Account Size

$234,843

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

Michael Pappis Work History

Michael has 12 years of experience.

2013 - Present (6 years)

Allegheny Financial Group

2012 - 2013 (1 year)

Hefren-Tillotson

2012 - 2012 (< 1 year)

Bny Mellon

2009 - 2013 (4 years)

University Of Pittsburgh

2007 - 2009 (2 years)

Valley Brook

2006 - 2009 (3 years)

North Hills High School

Disclosures

Michael Pappis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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