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Chris Patrick Wieder

Allegheny Financial Group Ltd.

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About Chris Patrick Wieder

Chris Wieder is a financial advisor at Allegheny Financial Group Ltd., a firm registered with the Securities and Exchange Commission (SEC) and several state regulators. Chris has been in the financial industry since 1999 and has worked for a number of other financial institutions in addition to Allegheny Financial Group. Chris offers a variety of services, including financial planning, portfolio management, and investment management. Chris is also a Certified Financial Planner. Chris has a broad range of experience in serving individuals, high net worth individuals, families, charitable organizations, corporations and businesses. Chris is registered to provide investment advice in 13 states.

Firm Information

Chris Wieder is currently registered with Allegheny Financial Group Ltd.. Allegheny Financial Group Ltd. is a registered investment advisor based in Pittsburgh, Pennsylvania. The firm provides financial planning and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. They manage over $4.4 billion in assets, with a focus on providing personalized, comprehensive financial solutions.
Allegheny Financial Group Ltd.

STONE QUARRY CROSSING

PITTSBURGH, PA 15237

$4.47B

Assets Under Management

50

Total Clients

4

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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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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other

Performance based fees pd to gps of affiliated entities

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Chris Wieder’s Registration & Firm History

PA

04/22/2013 - Present

Allegheny Financial Group Ltd. (PITTSBURGH PA)

OH

09/29/2004 - 10/24/2005

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

KS

05/08/2002 - 09/20/2004

WADDELL & REED, INC. (OVERLAND PARK KS)

NY

11/14/2000 - 10/25/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

MN

05/11/1999 - 11/17/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/11/1999 - 11/17/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/21/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 05/10/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chris Patrick Wieder.
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