Best Investors Account Sign in
Inactive

Joseph Adam Marstellar

Allegheny Financial Group

Pittsburgh, PA

CRD 4965407

Claim This Profile
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 2025-01-02
  • PA RA
    APPROVED
    Since 2025-01-02

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
Allegheny Investments Ltd Pittsburgh PA 05/2011 12/2024
Allegheny Financial Group Pittsburgh PA 08/2011 Present
Previous Registrations
  • 2011-05-13 → 2024-12-31
    Allegheny Investments
    Pittsburgh, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Pittsburgh, PA
  • 2008-01-02 → 2011-05-02
    Wrp Investments, Inc.
    Youngstown, OH
    Youngstown, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-25
  • S66 Uniform Combined State Law Examination
    2006-05-25
Other Names
  • Joseph A Marstellar

View on SEC IAPD

Nearby Firms

ALLEGHENY INVESTMENTS
ANALYTX CAPITAL MANAGEMENT LP
CWM, LLC

Nearby Investors

BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JASON E GRAPER

Nearby Offices

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

More in Pittsburgh, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor