David Pallott, financial advisor Canonsburg PA
68 score

David Pallott

CRD Number: 1055891
Current Firm: Bryan Advisory Services, LLC

David Pallott (CRD# 1055891) is an Investment Advisor Representative working at Bryan Advisory Services, LLC in Canonsburg, PA and has over 33 years of experience in the finance industry.

Similar Advisors
Christopher Pretsch, financial advisor Canonsburg PA
Christopher F. Pretsch
CRD# 1361144
Staley Capital Advisers Inc.
Score
103
Similar Advisors
Joseph Salpietro, financial advisor Canonsburg PA
Joseph G. Salpietro
CRD# 2857692
Xpyria Investment Advisors, Inc.
Score
103
Similar Advisors
Sarvey Canella, financial advisor Canonsburg PA
Sarvey G. Canella
CRD# 2511559
Securities America Advisors, Inc.
Score
101
Company Name Location Dates Years
Bryan Advisory Services, Llc (153659) Canonsburg, PA May 2010 - Current 6
Bryan Funding, Inc. Canonsburg, PA May 1997 - Current 19
Bryan Management, LLC Canonsburg, PA Jul 2010 - Dec 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination Jun 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for David R. Pallott
Phone Number: 724-746-4004
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $8,400,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

PA

Ready to hire a financial advisor? Get competitive proposals from David Pallott and other advisors.
BADGES
68

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.