Ronald Michael Shostek

Employer firm

Ameriserv Wealth Advisors Inc CRD 105846

$1.11B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2008 → 12/2022
  Loyalhanna Capital Management,Llc
  Johnstown, PA
• 11/2022 → 09/2024
  West Chester Capital Advisors, Inc.
  Johnstown, PA
• 09/2024 → Present
  Ameriserv Wealth Advisors
  Johnstown, PA

Previous Registrations

• 2008-06-16 → 2022-12-31
  Loyalhanna Capital Management, Llc
  Johnstown, PA
• 2001-04-26 → 2008-08-12
  Pnc Capital Advisors, Inc.
  Baltimore, MD

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-05-18

Designations

• Chartered Financial Analyst