Dwd Portfolio Solutions, Inc.

Dwd Portfolio Solutions, Inc. (CRD# 121435) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $186,223,167 in 712 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1910 Cochran Rd, Manor Oak Two, Suite 103, Pittsburgh, PA 15220
http://www.dwdportfolios.com
By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    712
    ACCOUNTS
  • Average Account Value
    $261,549
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NC, NJ, OH, PA, TX, VA, WV

Financial Advisors at Dwd Portfolio Solutions, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Sam Dalesandro, financial advisor Pittsburgh PA
Sam C. Dalesandro
CRD#: 2924782
1910 Cochran Rd, Manor Oak Two, Suite 103, Pittsburgh, PA 15220

Sam Dalesandro (CRD# 2924782) is an Investment Advisor Representative working at Dwd Portfolio Solutions, Inc. in Pittsburgh, PA and has over 25 years of experience in the finance industry.

2
Maria Devlin, financial advisor Pittsburgh PA
Maria C. Devlin
CRD#: 2150928
1910 Cochran Rd, Manor Oak Two, Suite 103, Pittsburgh, PA 15220

Maria Devlin (CRD# 2150928) is an Investment Advisor Representative working at Dwd Portfolio Solutions, Inc. in Pittsburgh, PA and has over 32 years of experience in the finance industry.

3
Francis Schuler, financial advisor Pittsburgh PA
Francis H. Schuler
CRD#: 1458851
1910 Cochran Rd, Manor Oak Two, Suite 103, Pittsburgh, PA 15220

Francis Schuler (CRD# 1458851) is an Investment Advisor Representative working at Dwd Portfolio Solutions, Inc. in Pittsburgh, PA and has over 36 years of experience in the finance industry.

4
Keith Woerner, financial advisor Pittsburgh PA
Keith A. Woerner
CRD#: 2753123
1910 Cochran Rd, Manor Oak Two, Suite 103, Pittsburgh, PA 15220

Keith Woerner (CRD# 2753123) is an Investment Advisor Representative working at Dwd Portfolio Solutions, Inc. in Pittsburgh, PA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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