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Joseph Charles Clark

Allegheny Financial Group

Mcmurray, PA

Pittsburgh, PA

CRD 6809245

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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 2024-09-03
  • PA RA
    APPROVED
    Since 2024-09-03

Branch Locations

Mcmurray, PA • United States

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
Its Asset Management Washington PA 12/2014 05/2017
Allegheny Financial Group Pittsburgh PA 05/2017 05/2026
Allegheny Financial Group Pittsburgh PA 05/2026 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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