Fort Pitt Capital Group, LLC

Fort Pitt Capital Group, LLC (CRD# 281385) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $1,886,003,095 in 4,725 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,886
    MILLION
  • Total Number of Accounts
    4,725
    ACCOUNTS
  • Average Account Value
    $399,154
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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.

AZ, CA, CO, FL, GA, IL, LA, MA, MD, MI, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Fort Pitt Capital Group, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Nathan M. Boxx
CRD#: 4821431
680 Andersen Drive, Foster Plaza Ten, Pittsburgh, PA 15220
96
Wealthminder
score

Nathan Boxx (CRD# 4821431) is an Investment Advisor Representative working at Fort Pitt Capital Group, LLC in Pittsburgh, PA and has over 12 years of experience in the finance industry. Nathan Boxx 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
William F. Engel
CRD#: 4876716
680 Andersen Drive, Foster Plaza Ten, Pittsburgh, PA 15220
96
Wealthminder
score

William Engel (CRD# 4876716) is an Investment Advisor Representative working at Fort Pitt Capital Group, LLC in Pittsburgh, PA and has over 11 years of experience in the finance industry. William Engel 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.

3
Travis E. Sollinger
CRD#: 2305443
680 Andersen Drive, Foster Plaza Ten, Pittsburgh, PA 15220
96
Wealthminder
score

Travis Sollinger (CRD# 2305443) is an Investment Advisor Representative working at Fort Pitt Capital Group, LLC in Pittsburgh, PA and has over 23 years of experience in the finance industry. Travis Sollinger 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.

4
Michael N. Blehar
CRD#: 1822198
680 Andersen Drive, Foster Plaza Ten, Pittsburgh, PA 15220
93
Wealthminder
score

Michael Blehar (CRD# 1822198) is an Investment Advisor Representative working at Fort Pitt Capital Group, LLC in Pittsburgh, PA and has over 28 years of experience in the finance industry.

5
Theodore M. Bovard
CRD#: 1776235
680 Andersen Drive, Foster Plaza Ten, Pittsburgh, PA 15220
93
Wealthminder
score

Theodore Bovard (CRD# 1776235) is an Investment Advisor Representative working at Fort Pitt Capital Group, LLC in Pittsburgh, PA and has over 28 years of experience in the finance industry.

6
William C. Chaney
CRD#: 2837179
680 Andersen Drive, Foster Plaza Ten, Pittsburgh, PA 15220
93
Wealthminder
score

William Chaney (CRD# 2837179) is an Investment Advisor Representative working at Fort Pitt Capital Group, LLC in Pittsburgh, PA and has over 19 years of experience in the finance industry.

7
Lisa J. Gingerella
CRD#: 1827886
680 Andersen Drive, Foster Plaza Ten, Pittsburgh, PA 15220
93
Wealthminder
score

Lisa Gingerella (CRD# 1827886) is an Investment Advisor Representative working at Fort Pitt Capital Group, LLC in Pittsburgh, PA and has over 16 years of experience in the finance industry.

8
Peter T. Jannetta
CRD#: 1333127
680 Andersen Drive, Foster Plaza Ten, Pittsburgh, PA 15220
93
Wealthminder
score

Peter Jannetta (CRD# 1333127) is an Investment Advisor Representative working at Fort Pitt Capital Group, LLC in Pittsburgh, PA and has over 21 years of experience in the finance industry.

9
Santo N. Liberto
CRD#: 4039643
680 Andersen Drive, Foster Plaza Ten, Pittsburgh, PA 15220
93
Wealthminder
score

Santo Liberto (CRD# 4039643) is an Investment Advisor Representative working at Fort Pitt Capital Group, LLC in Pittsburgh, PA and has over 17 years of experience in the finance industry.

10
Daryl D. Patten
CRD#: 1890878
680 Andersen Drive, Foster Plaza Ten, Pittsburgh, PA 15220
93
Wealthminder
score

Daryl Patten (CRD# 1890878) is an Investment Advisor Representative working at Fort Pitt Capital Group, LLC in Pittsburgh, PA and has over 28 years of experience in the finance industry.

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