Nicholas
Lewandowski

Allegheny Investments, LTD

CRD#6412699
Investment Advisor
in Pittsburgh, PA
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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

Series 66, Certified Financial Planner

Years of Experience

13 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

Nicholas Lewandowski Work History

Nicholas has 13 years of experience.

2014 - Present (5 years)

Allegheny Financial Group

2013 - 2014 (1 year)

Dollar Bank Fsb

2012 - 2013 (1 year)

Dollar Bank Fsb

2010 - 2011 (1 year)

Ci Capital Holding

2009 - 2009 (< 1 year)

Just Landed

2009 - 2010 (1 year)

Utility Service Partners

2005 - 2009 (4 years)

Denison University

Disclosures

Nicholas Lewandowski has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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