Philip Alexander Venanzi

Employer firm

Mclean Asset Management Corp. CRD 108067

$994M regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 11/2016
  Amazon.COm, Llc
  Pittsburgh, PA
• 11/2015 → 06/2017
  University Of Pittsburgh
  Pittsburgh, PA
• 01/2016 → 07/2016
  Ecap Network Llc
  Pittsburgh, PA
• 05/2025 → 03/2026
  Unemployed
  Canonsburg, PA
• 05/2025 → 07/2025
  Primerica
  Pittsburgh, PA
• 10/2025 → 03/2026
  Pfs Investments Inc.
  Washington, PA
• 05/2025 → 03/2026
  Primerica Financial Services
  Washington, PA
• 11/2024 → 04/2025
  Kovitz Investment Group Partners
  Chicago, IL
• 10/2016 → 01/2017
  Thrivent Investment Management Inc.
  Wexford, PA
• 07/2017 → 04/2018
  Its Asset Management
  Washington, PA
• 05/2018 → 02/2019
  Dsf Wealth Management Group/Voya Financial Advisors
  Bridgeport, PA
• 03/2019 → 05/2019
  Unemployed
  Pittsburgh, PA
• 05/2019 → 10/2021
  Allegheny Financial Group
  Pittsburgh, PA
• 10/2021 → 11/2022
  Equitable Advisors, Llc
  New York, NY
• 12/2022 → 04/2025
  Fort Pitt Capital Group
  Pittsburgh, PA
• 03/2026 → Present
  Mclean Asset Management Corp
  Tysons, VA

Previous Registrations

• 2023-01-03 → 2024-11-04
  Fort Pitt Capital Group, Llc
  Pittsburgh, PA
• 2021-11-11 → 2022-11-09
  Equitable Advisors, Llc
  Pittsburgh, PA
• 2019-08-02 → 2021-10-12
  Allegheny Investments
  Pittsburgh, PA
• 2018-05-08 → 2019-03-06
  Voya Financial Advisors, Inc.
  Bridgeville, PA
  Williamsport, PA
• 2016-11-23 → 2017-01-23
  Thrivent Investment Management Inc.
  Cleveland, OH
  Sewickley, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-11-01
• S66 Uniform Combined State Law Examination
  2016-11-22

Designations

• Certified Financial Planner

Other Names

• Philip Alexander Venanzi
• Philip A. Venanzi