John Mah, financial advisor Pittsburgh PA
93 score

John Mah

CRD Number: 4602035
Current Firm: Centerview Wealth Advisors, LLC

John Mah (CRD# 4602035) is an Investment Advisor Representative working at Centerview Wealth Advisors, LLC in Pittsburgh, PA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Centerview Wealth Advisors, LLC Pittsburgh, PA Feb 2016 - Current < 1
Mml Investors Services, Inc. Pittsburgh, PA Apr 2007 - Current 9
Massmutual Life Insurance Company Pittsburgh, PA Mar 2007 - Current 9
Allegheny Smokeworks Pittsburgh, PA Jul 2004 - Current 12
Waddell & Reed, Inc. Pittsburgh, PA Jun 2003 - Mar 2007 3
Jon Mah, Insurance Agent Pittsburgh, PA Feb 2003 - Mar 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for John W. Mah
Phone Number: 412-532-8111
Registered State(s):
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $198,529
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
Types of Clients
Registered States

NJ, PA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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