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Maria Jeannette Koedel

Allegheny Financial Group

Pittsburgh, PA

CRD 7409354

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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

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-23
  • PA RA
    APPROVED
    Since 2024-08-23

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
OrganizationCityStateFromTo
Platos Closet Monroeville PA 05/2016 11/2016
Unemployed Pittsburgh PA 11/2016 11/2018
The Pennsylvania State University Mckeesport PA 11/2018 05/2019
Unemployed Pittsburgh PA 05/2019 01/2020
The Pennsylvania State University State College PA 01/2020 05/2020
Unemployed Pittsburgh PA 05/2020 09/2020
The Scion Group State College PA 09/2020 05/2021
Allegheny Financial Group Pittsburgh PA 07/2021 08/2023
Allegheny Financial Group Pittsburgh PA 08/2023 02/2026
Unemployed Pittsburgh PA 05/2021 07/2021
Allegheny Financial Group Pittsburgh PA 02/2026 Present
  • 05/2016 → 11/2016
    Platos Closet
    Monroeville, PA
  • 11/2016 → 11/2018
    Unemployed
    Pittsburgh, PA
  • 11/2018 → 05/2019
    The Pennsylvania State University
    Mckeesport, PA
  • 05/2019 → 01/2020
    Unemployed
    Pittsburgh, PA
  • 01/2020 → 05/2020
    The Pennsylvania State University
    State College, PA
  • 05/2020 → 09/2020
    Unemployed
    Pittsburgh, PA
  • 09/2020 → 05/2021
    The Scion Group
    State College, PA
  • 07/2021 → 08/2023
    Allegheny Financial Group
    Pittsburgh, PA
  • 08/2023 → 02/2026
    Allegheny Financial Group
    Pittsburgh, PA
  • 05/2021 → 07/2021
    Unemployed
    Pittsburgh, PA
  • 02/2026 → Present
    Allegheny Financial Group
    Pittsburgh, PA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ALLEGHENY INVESTMENTS
ANALYTX CAPITAL MANAGEMENT LP
CWM, LLC

Nearby Investors

BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR

Nearby Offices

ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA

More in Pittsburgh, PA

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