Inactive

Nancy Dugan Mckee

Allegheny Financial Group

CRD 1876918

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Employer firm

Allegheny Financial Group CRD 104690

$5.59B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Allegheny Financial Group

Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2007-05-03

PA RA
APPROVED

Since 2007-05-03

Branch Locations

Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Allegheny Financial Group,	Pittsburgh	PA	05/1988	Present

05/1988 → Present

Allegheny Financial Group,

Pittsburgh, PA

Previous Registrations

2007-03-30 → 2024-12-31

Allegheny Investments

Pittsburgh, PA

Pittsburgh, PA

Wexford, PA

Pittsburgh, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-04-09

S66 Uniform Combined State Law Examination

2007-04-09

Designations

Certified Financial Planner

Other Names

Nancy Joan Dugan
Nancy Joan Dugan
Nancy Dugan Mckee
Nancy Joan Mckee

View on SEC IAPD

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