Wyatt
Sten

Allegheny Investments, LTD

CRD#5969851
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Wyatt Sten is a certified financial planner who works out of Pittsburgh, Pennsylvania, with 14 years of experience as a financial advisor. Sten works at Allegheny Investments, LTD. Their career trajectory has included roles at Moraine Fishing & Camping, Mcdonalds, Catrabone, Catrabone & Assoc and Allegheny Investments. Sten maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Allegheny Investments, LTD is a registered investment business headquartered in Pittsburgh, Pennsylvania. It has offices in nine locations and a total of 106 employees. It oversees $340 million in total assets between its 1,702 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 1,702 client accounts, just 5% are held by high-net-worth clients who have more than $1 million in investable assets. Allegheny Investments, LTD provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on the type of services offered. Fee types billed by Allegheny Investments, LTD may include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

Wyatt Sten Work History

Wyatt has 14 years of experience.

2012 - Present (7 years)

Allegheny Investments

2011 - 2012 (1 years)

Catrabone, Catrabone & Assoc

2005 - 2012 (7 years)

Mcdonalds

2004 - 2010 (6 years)

Moraine Fishing & Camping

Disclosures

Wyatt Sten has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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