Bret Stutzman, financial advisor Pittsburgh PA

Bret Stutzman

CRD Number: 2939377
Current Firm: Xpyria Investment Advisors, Inc.

Bret Stutzman (CRD# 2939377) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Xpyria Investment Advisors, Inc. Pittsburgh, PA Oct 2006 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 1998
Contact Info for Bret J. Stutzman
Phone Number: 412-232-3310
Registered State(s):
  • CA
  • PA
By the Numbers
  • Total Assets Under Management
    732
    MILLIONS
  • Total Number of Accounts
    952
    ACCOUNTS
  • Average Account Value
    $768,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, MD, NC, NJ, PA, TX

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