Allegheny Investments, LTD
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About this Advisor
Stephen Kutlenios is a certified financial planner and chartered financial analyst in Pittsburgh, Pennsylvania. Currently an advisor with Allegheny Investments, LTD, Kutlenios has a notable 29 years of professional experience as a financial advisor. Kutlenios has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Kutlenios is able to act as a financial advisor in Pennsylvania. Their career trajectory has included roles at Allegheny Financial Group, LTD and Allegheny Investments, LTD. Allegheny Investments, LTD is located in Pittsburgh, Pennsylvania, and operates out of nine locations throughout the United States. As a registered investment firm, Allegheny Investments, LTD oversees $340 million in assets throughout 1,702 accounts and retains more than 106 people. The amount of assets the firm manages makes it one of the mid-sized financial advisory firms in the United States. The firm manages 654 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Allegheny Investments, LTD can provide 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
Stephen Kutlenios Work History
Stephen has 29 years of experience.
Allegheny Financial Group, LTD
Allegheny Investments, LTD
Stephen Kutlenios has no disclosures.
Please visit their SEC profile for more details.