Nancy
Skeans

Schneider Downs Wealth Management Advisors, Lp

CRD#4614121
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Nancy Skeans is a financial advisor based in Pittsburgh, Pennsylvania, working with Schneider Downs Wealth Management Advisors, Lp. Nancy has previously held a position at Schneider Downs Wealth Management Advisors, Lp and is registered to provide services in Ohio, Pennsylvania, and Texas. Currently, Nancy 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

CERTIFIED FINANCIAL PLANNER™

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

Nancy Skeans Work History

2023 - Present (1 year)

Schneider Downs Wealth Management Advisors, Lp

2017 - 2023 (6 years)

Schneider Downs Wealth Management Advisors, Lp

2003 - 2017 (14 years)

Schneider Downs Wealth Management Advisors, Lp

Disclosures

Please visit the SEC profile of Nancy Skeans 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
Courtney Moriarty
Columbus, OH
Megan Muller
Pittsburgh, PA
Derek Eichelberger
Pittsburgh, PA
Demetrius Kokales
Pittsburgh, PA
David Brinkman
Columbus, OH
Michael Curry
Pittsburgh, PA
Evan Biggs
Columbus, OH

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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