Sheryl
Kendrick

Allegheny Investments, LTD

CRD#5756134
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Sheryl Kendrick is a certified financial planner operating out of Pittsburgh, Pennsylvania, who has 13 years of professional experience. Kendrick is an advisor for Allegheny Investments, LTD. Over the course of their career, Kendrick has held roles at Merrill Lynch, Pierce, Fenner, & Smith Inc, Silpada Designs Jewelry, Bank Of America, Na and Allegheny Investments. Kendrick holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Allegheny Investments, LTD is an advisory firm based in Pittsburgh, Pennsylvania. The company has offices in nine locations and a total of 106 advisors. It administers $340 million in assets under management among its 1,702 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 1,702 customer accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Allegheny Investments, LTD has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually depend on which service is offered. Fees charged by Allegheny Investments, LTD can include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 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

Sheryl Kendrick Work History

Sheryl has 13 years of experience.

2012 - Present (7 years)

Allegheny Investments

2010 - 2012 (2 years)

Merrill Lynch, Pierce, Fenner, & Smith Inc

2010 - 2012 (2 years)

Bank Of America, Na

2005 - 2010 (5 years)

Silpada Designs Jewelry

Disclosures

Sheryl Kendrick has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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