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 $72,400,574 in 327 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    327
    ACCOUNTS
  • Average Account Value
    $221,408
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • 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 - 6 of 6 top financial advisors.
1
Anthony J. Sunseri
CRD#: 2447103
309 Smithfield Street, Sixth Floor, Pittsburgh, PA 15222
96
Wealthminder
score

Anthony Sunseri (CRD# 2447103) is an Investment Advisor Representative working at Elder Law Management, Elder Law Planning Services in Pittsburgh, PA and has over 24 years of experience in the finance industry. Anthony Sunseri 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
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.

3
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 8 years of experience in the finance industry.

4
George S. Sweeney
CRD#: 1071075
309 Smithfield Street, Sixth Floor, 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 32 years of experience in the finance industry.

5
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.

6
Kenneth E. Summit
CRD#: 6435238
309 Smithfield Street, Sixth Floor, Pittsburgh, PA 15222
90
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 3 years of experience in the finance industry.

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