Private Wealth Advisors

Private Wealth Advisors (CRD# 126927) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $906,006,000 in 2,414 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    906
    MILLION
  • Total Number of Accounts
    2,414
    ACCOUNTS
  • Average Account Value
    $375,313
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
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, CT, DC, FL, GA, IL, IN, MA, MD, MN, NC, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WV

Financial Advisors at Private Wealth Advisors
Showing 1 - 10 of 12 top financial advisors.
1
Daniel P. McCurry
CRD#: 4932677
4900 Perry Highway, Suite 300, Pittsburgh, PA 15229
96
Wealthminder
score

Daniel McCurry (CRD# 4932677) is an Investment Advisor Representative working at Private Wealth Advisors in Pittsburgh, PA and has over 11 years of experience in the finance industry. Daniel McCurry 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
Scott W. Miller
CRD#: 3101109
4900 Perry Highway, Suite 300, Pittsburgh, PA 15229
96
Wealthminder
score

Scott Miller (CRD# 3101109) is an Investment Advisor Representative working at Private Wealth Advisors in Pittsburgh, PA and has over 18 years of experience in the finance industry. Scott Miller 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
Stuart M. Miller
CRD#: 719571
4900 Perry Highway, Suite 300, Pittsburgh, PA 15229
96
Wealthminder
score

Stuart Miller (CRD# 719571) is an Investment Advisor Representative working at Private Wealth Advisors in Pittsburgh, PA and has over 36 years of experience in the finance industry. Stuart Miller 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 J. Passalinqua
CRD#: 2280137
1100 Summit Drive, Greensburg, PA 15601
96
Wealthminder
score

Michael Passalinqua (CRD# 2280137) is an Investment Advisor Representative working at Private Wealth Advisors in Greensburg, PA and has over 24 years of experience in the finance industry. Michael Passalinqua 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.

5
Keith P. Biskup
CRD#: 4823398
1100 Summit Drive, Greensburg, PA 15601
93
Wealthminder
score

Keith Biskup (CRD# 4823398) is an Investment Advisor Representative working at Private Wealth Advisors in Greensburg, PA and has over 13 years of experience in the finance industry.

6
Kevin P. Comstock
CRD#: 4937020
4900 Perry Highway, Suite 300, Pittsburgh, PA 15229
93
Wealthminder
score

Kevin Comstock (CRD# 4937020) is an Investment Advisor Representative working at Private Wealth Advisors in Pittsburgh, PA and has over 12 years of experience in the finance industry.

7
Melissa T. Corso
CRD#: 2981435
4900 Perry Highway, Suite 300, Pittsburgh, PA 15229
93
Wealthminder
score

Melissa Corso (CRD# 2981435) is an Investment Advisor Representative working at Private Wealth Advisors in Pittsburgh, PA and has over 18 years of experience in the finance industry.

8
Jeffrey J. Heasley
CRD#: 4130241
4900 Perry Highway, Suite 300, Pittsburgh, PA 15229
93
Wealthminder
score

Jeffrey Heasley (CRD# 4130241) is an Investment Advisor Representative working at Private Wealth Advisors in Pittsburgh, PA and has over 17 years of experience in the finance industry.

9
Cara M. Sharbaugh
CRD#: 5537077
4900 Perry Highway, Suite 300, Pittsburgh, PA 15229
93
Wealthminder
score

Cara Sharbaugh (CRD# 5537077) is an Investment Advisor Representative working at Private Wealth Advisors in Pittsburgh, PA and has over 7 years of experience in the finance industry.

10
Jody A. Werner
CRD#: 1530498
1100 Summit Drive, Greensburg, PA 15601
93
Wealthminder
score

Jody Werner (CRD# 1530498) is an Investment Advisor Representative working at Private Wealth Advisors in Greensburg, PA and has over 19 years of experience in the finance industry.

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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.