Richard
Roberto
Fort Pitt Capital Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Richard Roberto is a certified financial planner based in Pittsburgh, Pennsylvania with a total of 1 year of relevant experience. Roberto is on the advisory team at Fort Pitt Capital Group, LLC. During their career, Roberto has held roles at Fort Pitt Capital Group, Dick'S Sporting Goods, Penn State University, Pnc Financial Services Group and Baldwin School District. Roberto can advise clients in Pennsylvania. Fort Pitt Capital Group, LLC is an advisory company that has its headquarters in Pittsburgh, PA. The firm has a total of 69 financial advisors. It manages $4 billion in assets under management among its 8,521 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 53 charitable organizations. Of its 8,521 customer accounts, just 11% are associated with high-net-worth clients who have at least $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, educational seminars and other services. Fees for financial management vary depending on the services provided. However, fees charged by Fort Pitt Capital Group, LLC can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Fort Pitt Capital Group, LLC Brokerage Details
$4,302,944,245
69
8,521
$504,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
Richard Roberto Work History
Richard has been registered as a financial advisor for 1 years.*
Fort Pitt Capital Group
Fort Pitt Capital Group
Dick'S Sporting Goods
Pnc Financial Services Group
Penn State University
Baldwin School District
*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 Richard Roberto 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 Fort Pitt Capital Group, LLC
Harrisburg, PA
Pittsburgh, PA
Pittsburgh, PA
Harrisburg, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
