Myles Waltonbaugh-Clements

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2017 → 01/2017
  Premier Wealth Partners
  Pittsburgh, PA
• 02/2013 → 12/2016
  Olive Garden
  Tarentum, PA
• 08/2014 → 12/2016
  Slippery Rock University
  Slippery Rock, PA
• 03/2017 → 08/2022
  Ameriprise Financial Services, Inc.
  Pittsburgh, PA
• 08/2022 → Present
  Fort Pitt Capital Group
  Pittsburgh, PA

Previous Registrations

• 2022-08-31 → 2024-03-18
  Fort Pitt Capital Group, Llc
  Pittsburgh, PA
• 2017-07-21 → 2022-09-02
  Ameriprise Financial Services, Llc
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

Pittsburgh Coffee Co., Pittsburgh, PA, Owner with spouse. Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2017-07-19

Designations

• Certified Financial Planner