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 27 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 7 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 31 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 30 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 over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.