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).
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Total Assets Under Management186MILLION
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Total Number of Accounts712ACCOUNTS
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Average Account Value$261,549
- A percentage of assets under your management
- Hourly charges
- 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
FL, MD, NC, NJ, OH, PA, TX, VA, WV
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.
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.
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.
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.