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17 Brilliant Avenue Suite 302, Pittsburgh, PA 15215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-10 |
| PA | RA | APPROVED | 2020-01-14 |
Branch Locations
17 Brilliant Avenue Suite 302, Pittsburgh, PA 15215 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Mgmt Strategies, Inc. | Pittsburgh | PA | 09/1994 | Present |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 03/2020 |
| Wealth Management Strategies, Inc. | Pittsburgh | PA | 01/2020 | Present |
Business Name: Wealth Management Strategies, Inc. Investment Related: Yes Address: 17 Brilliant Ave Suite 302 Pittsburgh PA 15215 Nature of Business: using a DBA name; Consulting; Insurance; Position, Title or Relationship: Owner Start Date: 9/1/1991 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Management, sales and advice
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-10-19 |
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