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Alexander John Papson

Schneider Downs Wealth Management Advisors, LP

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About Alexander John Papson

Alexander John Papson is a financial advisor with Schneider Downs Wealth Management Advisors, LP, a registered investment advisor firm based in Pittsburgh, PA. Alexander has been in the industry since 2015, and has experience working with individuals, families, businesses, and retirement plans. Alexander specializes in providing financial planning, investment management, and pension consulting services.

Firm Information

Alexander Papson is currently registered with Schneider Downs Wealth Management Advisors, LP. Schneider Downs Wealth Management Advisors, LP is a registered investment adviser headquartered in Pittsburgh, PA. They manage over $2.6 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and pension consulting.
Schneider Downs Wealth Management Advisors, LP

ONE PPG PLACE, SUITE 1700

PITTSBURGH, PA 15222

$2.61B

Assets Under Management

1

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Papson’s Registration & Firm History

PA

04/10/2019 - Present

Schneider Downs Wealth Management Advisors, LP (PITTSBURGH PA)

PA

01/23/2018 - 03/20/2019

PURSHE KAPLAN STERLING INVESTMENTS (Pittsburgh PA)

NY

12/19/2016 - 01/05/2018

CFWP SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/07/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander John Papson.
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