Raymond
Schutzman

Allegheny Investments, LTD

CRD#1015962
Investment Advisor
in Pittsburgh, PA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

28 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

Raymond Schutzman Work History

Raymond has 28 years of experience.

1990 - Present (29 years)

Allegheny Investments, LTD

Disclosures

Raymond Schutzman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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