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Christopher Thomas Smith

Allegheny Financial Group Ltd.

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About Christopher Thomas Smith

Christopher Thomas Smith is a financial advisor at Allegheny Financial Group Ltd. Christopher has been in the financial industry for 6 years. He is registered as a registered representative in Florida and Pennsylvania. Christopher has earned the Certified Financial Planner designation and holds the Series 66, Series 7, and SIE licenses. His office is located at STONE QUARRY CROSSING, 811 CAMP HORNE ROAD, SUITE 100 in PITTSBURGH, PA.

Firm Information

Christopher Smith 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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Christopher Smith’s Registration & Firm History

PA

01/19/2024 - Present

Allegheny Financial Group Ltd. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 09/12/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Thomas Smith.
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