Thomas
Beilstein

Bill Few Associates, Inc

CRD#2667130
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Thomas Beilstein is an investment advisor whose office is in Pittsburgh, Pennsylvania. Currently an investment advisor with Bill Few Associates, Inc, Beilstein has an impressive 27 years of experience as a financial advisor. Beilstein has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Beilstein is able to act as a financial advisor based out of Pennsylvania. Throughout their career, they have worked at Bill Few Securities, Inc and Bill Few Associates, Inc. Bill Few Associates, Inc is based out of Pittsburgh, Pennsylvania, and operates out of three other locations throughout the country. Overall, Bill Few Associates, Inc manages $960 million in assets throughout 3,101 client accounts and employs 29 staff members. The amount of assets the firm manages makes it one of the larger financial advisory firms in the United States. The firm manages 2,200 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisor firm's 3,101 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Bill Few Associates, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

107 Mt. Nebo Pointe Suite 200
Pittsburgh, PA 15237

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Bill Few Associates, Inc Brokerage Details

Total Assets Under Management

$947,731,879

PA Average: $15,833,994,310
Total Number of Employees

30

PA Average: 41
Total Number of Accounts

3,257

PA Average: 3,342
Average Account Size

$290,983

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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Thomas Beilstein Work History

Thomas has 27 years of experience.

1997 - Present (22 years)

Bill Few Securities, Inc

1991 - Present (28 years)

Bill Few Associates, Inc

Disclosures

Thomas Beilstein has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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