Rom
Hurst

Allegheny Investments, LTD

CRD#2574391
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Rom Hurst is a certified financial planner who lives in Pittsburgh, Pennsylvania. Currently a registered financial advisor at Allegheny Investments, LTD, Hurst has an impressive 24 years of practice as a registered investment advisor. Hurst holds a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Hurst can act as a financial advisor in Pennsylvania. Throughout their career, Hurst has worked at Allegheny Financial Group, LTD and Allegheny Investments, LTD. Allegheny Investments, LTD is headquartered in Pittsburgh, Pennsylvania, and operates out of nine brick-and-mortar locations across the nation. In aggregate, Allegheny Investments, LTD oversees $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 financial advisory firms in the United States. The firm manages 654 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the firm's clients are high-net-worth individuals, meaning they have greater 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 66, Certified Financial Planner

Years of Experience

24 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

Rom Hurst Work History

Rom has 24 years of experience.

1994 - Present (25 years)

Allegheny Financial Group,LTD

1994 - Present (25 years)

Allegheny Investments, LTD

Disclosures

Rom Hurst has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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