John Weisbrod, financial advisor Pittsburgh PA
76 score

John Weisbrod

CRD Number: 1056293
Current Firm: Staar Financial Advisors Inc.

John Weisbrod (CRD# 1056293) is an Investment Advisor Representative working at Staar Financial Advisors Inc. in Pittsburgh, PA and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wrp Investments, Inc. Youngstown, OH Jan 2007 - Current 9
Olde Economie Financial Consultants, Ltd. Baden, PA Jul 1998 - Dec 2006 8
Penn Mutual Life Insurance Co Pittsburgh, PA Oct 1981 - Dec 2006 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1982
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:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for John A. Weisbrod
Phone Number: 412-367-9076
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    41
    MILLIONS
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $852,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

PA

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BADGES
76

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