Elder Law Management, Elder Law Planning Services

Elder Law Management, Elder Law Planning Services (CRD# 122497) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $57,428,327 in 310 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $185,253
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

NC, OH, PA, WV

Financial Advisors at Elder Law Management, Elder Law Planning Services
Showing 1 - 5 of 5 top financial advisors.
1
Ronald S. Jones
CRD#: 2080943
401 Wood Street, 3rd Floor, Pittsburgh, PA 15222
93
Wealthminder
score

Ronald Jones (CRD# 2080943) is an Investment Advisor Representative working at Elder Law Management, Elder Law Planning Services in Pittsburgh, PA and has over 26 years of experience in the finance industry.

2
Richard H. Nulph
CRD#: 5751066
401 Wood Street, 3rd Fl., Pittsburgh, PA 15222
93
Wealthminder
score

Richard Nulph (CRD# 5751066) is an Investment Advisor Representative working at Elder Law Management, Elder Law Planning Services in Pittsburgh, PA and has over 6 years of experience in the finance industry.

3
George S. Sweeney
CRD#: 1071075
401 Wood Street, 3rd Fl., Pittsburgh, PA 15222
93
Wealthminder
score

George Sweeney (CRD# 1071075) is an Investment Advisor Representative working at Elder Law Management, Elder Law Planning Services in Pittsburgh, PA and has over 30 years of experience in the finance industry.

4
Smeraldo Torchia
CRD#: 1710778
401 Wood Street, 3rd Floor, Pittsburgh, PA 15222
93
Wealthminder
score

Smeraldo Torchia (CRD# 1710778) is an Investment Advisor Representative working at Elder Law Management, Elder Law Planning Services in Pittsburgh, PA and has over 29 years of experience in the finance industry.

5
Kenneth E. Summit
CRD#: 6435238
401 Wood Street, 3rd Fl., Pittsburgh, PA 15222
88
Wealthminder
score

Kenneth Summit (CRD# 6435238) is an Investment Advisor Representative working at Elder Law Management, Elder Law Planning Services in Pittsburgh, PA and has 1 year of experience in the finance industry.

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