Allegheny Financial Group Ltd

Allegheny Financial Group Ltd (CRD# 104690) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $2,598,031,058 in 13,517 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,598
    MILLION
  • Total Number of Accounts
    13,517
    ACCOUNTS
  • Average Account Value
    $192,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Allegheny Financial Group Ltd
Showing 1 - 1 of 1 top financial advisors.
1
William B. Merrell
CRD#: 5593043
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
93
Wealthminder
score

William Merrell (CRD# 5593043) is an Investment Advisor Representative working at Allegheny Financial Group Ltd in Pittsburgh, PA and has over 4 years of experience in the finance industry. William Merrell 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.