Allegheny Investments, LTD
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About this Advisor
Raymond Schutzman is a certified financial planner based in Pittsburgh, Pennsylvania. Currently a registered advisor with Allegheny Investments, LTD, they have accrued a notable 28 years of practice as an investment advisor. Schutzman has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Schutzman can serve investors in Pennsylvania. Schutzman has spent their whole career at Allegheny Investments, LTD. Allegheny Investments, LTD is headquartered in Pittsburgh, Pennsylvania, and operates out of nine additional offices in the nation. As a company, Allegheny Investments, LTD manages $340 million in assets dispersed across 1,702 client accounts and employs more than 106 people. The level of assets currently under the firm's management places it among the mid-sized investment advisory firms in the nation. The firm manages 654 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 5% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Allegheny Investments, LTD can offer financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include 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
Raymond Schutzman Work History
Raymond has 28 years of experience.
Allegheny Investments, LTD
Raymond Schutzman has no disclosures.
Please visit their SEC profile for more details.