Allegheny Investments, LTD
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About this Advisor
Nicholas Lewandowski is a certified financial planner who works in Pittsburgh, Pennsylvania, who has been in the advisory business for 13 years. Lewandowski currently works for Allegheny Investments, LTD. Throughout their career, Lewandowski has worked at Denison University, Just Landed, Ci Capital Holding, Allegheny Financial Group, Dollar Bank Fsb and Utility Service Partners. Lewandowski maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Allegheny Investments, LTD is an advisory business headquartered in Pittsburgh, Pennsylvania. The company has offices in nine locations and a total of 106 financial advisors. It has $340 million in total assets across its 1,702 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 1,702 accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by Allegheny Investments, LTD most likely include any combination of 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
Nicholas Lewandowski Work History
Nicholas has 13 years of experience.
Allegheny Financial Group
Dollar Bank Fsb
Dollar Bank Fsb
Ci Capital Holding
Utility Service Partners
Nicholas Lewandowski has no disclosures.
Please visit their SEC profile for more details.