Stephen
Kutlenios

Allegheny Investments, LTD

CRD#723068
Investment Advisor
in Pittsburgh, PA
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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

Series 63, Series 65, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

29 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

Stephen Kutlenios Work History

Stephen has 29 years of experience.

2005 - Present (14 years)

Allegheny Financial Group, LTD

1989 - Present (30 years)

Allegheny Investments, LTD

Disclosures

Stephen Kutlenios has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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