Xpyria Investment Advisors, Inc.
Xpyria Investment Advisors, Inc. (CRD# 106438) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $790,044,781 in 863 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management790MILLION
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Total Number of Accounts863ACCOUNTS
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Average Account Value$915,463
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
CA, FL, MD, PA, TX
John Cummings (CRD# 2517008) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 27 years of experience in the finance industry.
Natalee Esposito (CRD# 5094432) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 15 years of experience in the finance industry.
Karen Fadzen (CRD# 5890479) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 7 years of experience in the finance industry. Karen Fadzen 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.
Michael Giammatteo (CRD# 2768433) is a Principal and Investment Strategist of XPYRIA Investment Advisors, Inc. in Pittsburgh, PA. He has 20 years of experience in the finance industry. He has been with XPYRIA Investment Advisors (nee Yanni & Company) since 1999.
Mr. Giammatteo provides independent guidence to clients in all matters financial. With a focus on helping successful professionals and business owners to prepare for retirement; business transitions to maximize the value built in the company; prepare the next generation for the responsibility of wealth and family values; and preservation of the family's wealth.
Additionally, he conducts in-depth investment research that is instrumental in the design, construction, and management of client portfolios. He is responsible for the procurement of primary investment research for the exclusive benefit of the Firm and its clients. Mr. Giammatteo and the XPYRIA research staff put each investment idea through a quantitative and qualitative review prior to being presented for final approval to XPYRIA’s Investment Committee.
Mr. Giammatteo is a member of the XPYRIA's Investment Committee.
Bradley Prosper (CRD# 6701431) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 4 years of experience in the finance industry. Bradley Prosper 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.
Joseph Salpietro (CRD# 2857692) is an Investment Advisor Representative working at XPYRIA Investment Advisors, Inc. in Pittsburgh, PA and has over 25 years of experience in the finance industry.
Bret Stutzman (CRD# 2939377) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 23 years of experience in the finance industry.
James Tomasovich (CRD# 4875702) is an Investment Advisor Representative working at Xpyria Investment Advisors, Inc. in Pittsburgh, PA and has over 16 years of experience in the finance industry.