Miles
Gibson

Schneider Downs Wealth Management Advisors, Lp

CRD#6967938
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Miles Gibson is a financial advisor based in Pittsburgh, Pennsylvania, working with Schneider Downs Wealth Management Advisors, Lp. Miles has previously held positions at University Of Pittsburgh, Wilkins Township Road Department, Schneider Downs & Co., Inc, Shape Training, Edgewood Country Club, Starwood Hotels, Ccac, Sdadvantage Retirement Solutions, Lp, United States Marine Corps, and Schneider Downs Wealth Management Advisors, Lp. Miles has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Miles 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 66, 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

Miles Gibson Work History

2021 - Present (3 years)

Schneider Downs Wealth Management Advisors, Lp

2018 - 2018 (< 1 year)

Sdadvantage Retirement Solutions, Lp

2018 - 2021 (3 years)

United States Marine Corps

2017 - 2017 (< 1 year)

Wilkins Township Road Department

2017 - 2018 (1 year)

Schneider Downs & Co., Inc

2016 - 2016 (< 1 year)

Schneider Downs & Co., Inc

2015 - 2017 (2 years)

University Of Pittsburgh

2015 - 2017 (2 years)

Shape Training

2012 - 2018 (6 years)

Starwood Hotels

2012 - 2015 (3 years)

Ccac

2008 - 2015 (7 years)

Edgewood Country Club

Disclosures

Please visit the SEC profile of Miles Gibson 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

Sean Mccann
Pittsburgh, PA
Megan Muller
Pittsburgh, PA
Courtney Moriarty
Columbus, OH
Demetrius Kokales
Pittsburgh, PA
Derek Eichelberger
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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