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Gregg William Daily

Schneider Downs Wealth Management Advisors, LP

Pittsburgh, PA

CRD 4209577

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Employer firm

Schneider Downs Wealth Management Advisors, LP CRD 128591

$3.31B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Schneider Downs Wealth Management Advisors, Lp

One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-12-20
  • PA RA
    APPROVED
    Since 2021-12-20

Branch Locations

One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • 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
OrganizationCityStateFromTo
Fragasso Financial Advisors Pittsburgh PA 03/2002 08/2019
Schneider Downs Wealth Management Advisors, Lp Pittsburgh PA 11/2021 Present
Pnc Bank Na Pittsburgh PA 01/2020 11/2021
Unemployed Pittsburgh PA 08/2019 01/2020
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-08
  • S66 Uniform Combined State Law Examination
    2000-09-08

View on SEC IAPD

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