Philip
Bartels
Fnb Wealth Management
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About this Advisor
Philip Bartels is a certified financial planner and chartered financial analyst operating in Pittsburgh, Pennsylvania with a total of 1 year of relevant experience. Bartels is an advisor for Fnb Wealth Management. Over the course of their career, they have held roles at Hunter Associates, Wellington Management, Bosch Fellowship and Fnb Wealth Management. Bartels has a Series 63 license, designating them as a securities representative, and is able to serve investors in Pennsylvania. Fnb Wealth Management is an advisory business based out of Pittsburgh, PA. The firm has offices in 14 locations and a total of 45 employees. It controls $6 billion in assets under management across its 1,302 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 47 charities and foundations. Of its 1,302 accounts, 33% are associated with high-net-worth investors who have more than $1 million in assets. The business has a diverse range of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules largely are based on which services the firm provides the client. Fees billed by Fnb Wealth Management may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fnb Wealth Management Brokerage Details
$5,727,497,992
45
1,302
$4,399,000
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Philip Bartels Work History
Philip has been registered as a financial advisor for 1 years.*
Fnb Wealth Management
Hunter Associates
Wellington Management
Wellington Management
Bosch Fellowship
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Philip Bartels 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 Fnb Wealth Management
Greensboro, NC
Raleigh, NC
Pittsburgh, PA
State College, PA
State College, PA
State College, PA
Hermitage, PA
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
