Schneider Downs Wealth Management Advisors, LP

Schneider Downs Wealth Management Advisors, LP (CRD# 128591) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $2,614,783,099 in 2,036 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
http://www.schneiderdowns.com
By the Numbers
  • Total Assets Under Management
    2,615
    MILLION
  • Total Number of Accounts
    2,036
    ACCOUNTS
  • Average Account Value
    $1,284,275
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, MD, NC, NY, OH, PA, TX, VA, WV

Financial Advisors at Schneider Downs Wealth Management Advisors, LP
Showing 11 - 17 of 17 top financial advisors.
11
Nancy Skeans, financial advisor Pittsburgh PA
Nancy L. Skeans
CRD#: 4614121
One Ppg Place, Suite 1700, Pittsburgh, PA 15222

Nancy Skeans (CRD# 4614121) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has 1 year of experience in the finance industry.

12
Jason Staley, financial advisor Pittsburgh PA
Jason R. Staley
CRD#: 5408661
One Ppg Place, Suite 1700, Pittsburgh, PA 15222

Jason Staley (CRD# 5408661) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has over 16 years of experience in the finance industry.

13
Kyle Zeller, financial advisor Columbus OH
Kyle R. Zeller
CRD#: 3107696
65 East State St., Suite 2000, Columbus, OH 43215

Kyle Zeller (CRD# 3107696) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Columbus, OH and has over 25 years of experience in the finance industry.

14
Miles Gibson, financial advisor Pittsburgh PA
Miles B. Gibson
CRD#: 6967938
One Ppg Place, Suite 1700, Pittsburgh, PA 15222

Miles Gibson (CRD# 6967938) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has over 5 years of experience in the finance industry.

15
Sean McCann, financial advisor Pittsburgh PA
Sean L. McCann
CRD#: 7463666
One Ppg Place, Suite 1700, Pittsburgh, PA 15222

Sean McCann (CRD# 7463666) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has over 2 years of experience in the finance industry.

16
Courtney Moriarty, financial advisor Columbus OH
Courtney P. Moriarty
CRD#: 6802538
65 East State Street, Suite 2000, Columbus, OH 43215

Courtney Moriarty (CRD# 6802538) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Columbus, OH and has 1 year of experience in the finance industry.

17
Megan Muller, financial advisor Pittsburgh PA
Megan E. Muller
CRD#: 7434527
One Ppg Place, Suite 1700, Pittsburgh, PA 15222

Megan Muller (CRD# 7434527) is an Investment Advisor Representative working at Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA and has 1 year of experience in the finance industry.

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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.

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