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Courtney Ann Collins

Allegheny Financial Group

Pittsburgh, PA

CRD 6764728

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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 2023-12-11
  • PA RA
    APPROVED
    Since 2023-12-11

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
Mid Atlantic Capital Corporation Pittsburgh PA 07/2018 06/2019
Mid Atlantic Capital Group Pittsburgh PA 02/2017 06/2019
Abc Staffing Pittsburgh PA 02/2017 05/2017
Nordstrom Pittsburgh PA 06/2016 02/2017
Allegheny Financial Group Pittsburgh PA 07/2019 Present
  • 07/2018 → 06/2019
    Mid Atlantic Capital Corporation
    Pittsburgh, PA
  • 02/2017 → 06/2019
    Mid Atlantic Capital Group
    Pittsburgh, PA
  • 02/2017 → 05/2017
    Abc Staffing
    Pittsburgh, PA
  • 06/2016 → 02/2017
    Nordstrom
    Pittsburgh, PA
  • 07/2019 → Present
    Pittsburgh, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-12
  • S66 Uniform Combined State Law Examination
    2019-08-12
Designations
  • Certified Financial Planner

View on SEC IAPD

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