Raymond SchutzmanCRD Number: 1015962
Current Firm: Allegheny Investments, Ltd.
Raymond Schutzman (CRD# 1015962) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 35 years of experience in the finance industry. Raymond Schutzman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Allegheny Investments, Ltd.||Pittsburgh, PA||Nov 1990 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1981|
|S65||NASAA Investment Advisors Law Examination||May 1996|
Total Assets Under Management208MILLIONS
Total Number of Accounts2,580ACCOUNTS
Average Account Value$80,799
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, NC, NH, NJ, NM, OH, PA, RI, SC, SD, UT, VA, WV