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Ameriserv Wealth Advisors Inc CRD 105846
$1.11B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
216 Franklin Street, Johnstown, PA 15901-1911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-24 |
Branch Locations
216 Franklin Street, Johnstown, PA 15901-1911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Chester Capital Advisors Inc | Johnstown | PA | 09/2014 | 01/2023 |
| West Chester Capital Advisors, Inc. | Johnstown | PA | 10/2022 | 09/2024 |
| Ameriserv Wealth Advisors | Johnstown | PA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-24 |
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