Allegheny Investments, LTD
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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
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
Wyatt Sten Work History
Wyatt has 14 years of experience.
Catrabone, Catrabone & Assoc
Moraine Fishing & Camping
Wyatt Sten has no disclosures.
Please visit their SEC profile for more details.