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One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-06-02 |
Branch Locations
One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schneider Downs Wealth Management Advisors, Lp | Pittsburgh | PA | 06/2015 | 07/2018 |
| Schneider Downs Wealth Management Advisors, Lp | Pittsburgh | PA | 10/2023 | Present |
| Schneider Downs Wealth Management Advisors, Lp | Pittsburgh | PA | 06/2015 | Present |
| Schneider Downs Wealth Management Advisors, Lp | Pittsburgh | PA | 07/2021 | 10/2023 |
Schneider Downs Wealth Management Advisors, Investment Related, One PPG Place, Suite 1700, Pittsburgh, PA 15222, Registered Investment Advisory firm, Managing Partner/Director of Investment Strategy, March 2013, Approximately 50 hours per week, advises high-net-worth individuals, foundations, endowments, and retirement plans on a broad list of topics including: asset allocation, investment policy design, portfolio management, investment manager due diligence and financial planning.
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