Stewart Biro (CRD# 6692850) is an Investment Advisor Representative working at Pnc Investments in Pittsburgh, PA and has over 7 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Pittsburgh, PA | Oct 2019 - Current | 4 |
| South Hills Bible Chapel | Pittsburgh, PA | Mar 2014 - Dec 2019 | 5 |
| Pnc Investments | Pittsburgh, PA | Oct 2018 - Oct 2019 | 1 |
| Pnc Investments | Pittsburgh, PA | Sep 2017 - Oct 2018 | 1 |
| Pnc Investments | Pittsburgh, PA | Jul 2016 - Sep 2017 | 1 |
| Pnc Bank | Pittsburgh, PA | Feb 2015 - Jul 2016 | 1 |
| Unemployed | Pittsburgh, PA | Dec 2014 - Feb 2015 | < 1 |
| Chemdaq Inc. | Pittsburgh, PA | Oct 2007 - Dec 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
| S63 | Uniform Securities State Law Examination | Mar 2017 |
- PA
-
Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
-
Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.