Ralph
Boyd

Allegheny Investments, LTD

CRD#3034257
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Ralph Boyd is a certified financial planner who works out of Pittsburgh, Pennsylvania, with a total of 16 years of experience as a financial advisor. Boyd is an advisor for Allegheny Investments, LTD. During their career, Boyd has held roles at Allegheny Investments, LTD and Allegheny Financial Group. Boyd holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Allegheny Investments, LTD is a registered investment business that has its headquarters in Pittsburgh, Pennsylvania. The investment advisory business has offices in nine locations and a total of 106 employees. It controls $340 million in total assets across its 1,702 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advice to five charitable organizations. Of its 1,702 customer accounts, just 5% belong to high-net-worth clients who have at least $1 million in investable assets. Allegheny Investments, LTD offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically are based on the type of services provided. Fees charged by Allegheny Investments, LTD may include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

16 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

Ralph Boyd Work History

Ralph has 16 years of experience.

2002 - Present (17 years)

Allegheny Investments, LTD

2002 - Present (17 years)

Allegheny Financial Group

Disclosures

Ralph Boyd has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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