Primesolutions Advisors, LLC

Primesolutions Advisors, LLC (CRD# 110085) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $281,388,107 in 548 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details

1910 Cochran Road, Suite 620, Pittsburgh, PA 15220

http://www.primesolutionsadvisors.com

By the Numbers

Total Assets Under Management

281

MILLION
Total Number of Accounts

548

ACCOUNTS
Average Account Value

$513,482

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers (including private fund managers)
Educational seminars/workshops
Other

Types of Clients

Registered States

Registered Investment Advisor

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.

FL, MD, OH, PA, TX

Financial Advisors at Primesolutions Advisors, LLC

Showing 1 - 5 of 5 top financial advisors.

Francis H. Schuler

CRD#: 1458851

45 26th Street, Pittsburgh, PA 15222

Wealthminder

score

Francis Schuler (CRD# 1458851) is an Investment Advisor Representative working at Primesolutions Advisors, LLC in Pittsburgh, PA and has over 30 years of experience in the finance industry. Francis Schuler 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.

Sam C. Dalesandro

CRD#: 2924782

1910 Cochran Road, Suite 620, Pittsburgh, PA 15220

Wealthminder

score

Sam Dalesandro (CRD# 2924782) is an Investment Advisor Representative working at Primesolutions Advisors, LLC in Pittsburgh, PA and has over 19 years of experience in the finance industry.

Keith P. Warmbein

CRD#: 2341336

1910 Cochran Road, Suite 620, Pittsburgh, PA 15220

Wealthminder

score

Keith Warmbein (CRD# 2341336) is an Investment Advisor Representative working at Primesolutions Advisors, LLC in Pittsburgh, PA and has over 24 years of experience in the finance industry.

Keith A. Woerner

CRD#: 2753123

1910 Cochran Road, Suite 630, Pittsburgh, PA 15220

Wealthminder

score

Keith Woerner (CRD# 2753123) is an Investment Advisor Representative working at Primesolutions Advisors, LLC in Pittsburgh, PA and has over 12 years of experience in the finance industry.

Jamie P. Linkowski

CRD#: 1854052

1910 Cochran Road, Suite 620, Pittsburgh, PA 15220

Wealthminder

score

Jamie Linkowski (CRD# 1854052) is an Investment Advisor Representative working at Primesolutions Advisors, LLC in Pittsburgh, PA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals