Allegheny Investments, Ltd.

Allegheny Investments, Ltd. (CRD# 7597) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $440,757,165 in 1,671 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    441
    MILLION
  • Total Number of Accounts
    1,671
    ACCOUNTS
  • Average Account Value
    $263,769
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
  • 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, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, MA, MD, ME, MO, NC, NH, NJ, NM, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, WA, WV

Financial Advisors at Allegheny Investments, Ltd.
Showing 1 - 10 of 57 top financial advisors.
1
James F. Alexander
CRD#: 4118348
1544 Mileground Road, Morgantown, WV 26505

James Alexander (CRD# 4118348) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Morgantown, WV and has over 20 years of experience in the finance industry. James Alexander 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.

2
Hugh B. Baker
CRD#: 6543257
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Hugh Baker (CRD# 6543257) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 3 years of experience in the finance industry. Hugh Baker 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.

3
Jason D. Bendik
CRD#: 6891480
24 Beaver Grade Road, Mckees Rocks, PA 15136

Jason Bendik (CRD# 6891480) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Mckees Rocks, PA and has over 2 years of experience in the finance industry.

4
Jason M. Bolen
CRD#: 6146635
1544 Mileground Road, Morgantown, WV 26505

Jason Bolen (CRD# 6146635) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Morgantown, WV and has over 3 years of experience in the finance industry. Jason Bolen 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.

5
Ralph S. Boyd
CRD#: 3034257
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Ralph Boyd (CRD# 3034257) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 22 years of experience in the finance industry. Ralph Boyd 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.

6
Katrina L. Brown
CRD#: 6594533
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Katrina Brown (CRD# 6594533) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 3 years of experience in the finance industry. Katrina Brown 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.

7
James J. Browne
CRD#: 33228
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

James Browne (CRD# 33228) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 40 years of experience in the finance industry. James Browne 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.

8
Britt R. Campbell
CRD#: 728135
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Britt Campbell (CRD# 728135) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 39 years of experience in the finance industry. Britt Campbell 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.

9
Ian D. Cerminara
CRD#: 6330049
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Ian Cerminara (CRD# 6330049) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 6 years of experience in the finance industry. Ian Cerminara 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.

10
Bonita V. Dicarlo
CRD#: 1004532
Pittsburgh, PA

Bonita Dicarlo (CRD# 1004532) is an Investment Advisor Representative working at Allegheny Investments, Ltd. in Pittsburgh, PA and has over 39 years of experience in the finance industry. Bonita Dicarlo 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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