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Connor Vehec

Allegheny Investments, Ltd.

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About Connor Vehec

Connor Vehec is a financial advisor who is currently registered with Allegheny Investments, Ltd. Connor has experience in the financial services industry dating back to 2023. Connor's career includes previous roles with J.P. Morgan Securities LLC and SagePoint Financial, Inc.. Connor has passed the Series 63, Series 7TO, and SIE exams. Connor specializes in working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth individuals. Connor is registered in Pennsylvania.

Firm Information

Connor Vehec is currently registered with Allegheny Investments, Ltd.. Allegheny Investments, Ltd. is a Pennsylvania-based corporation that has been providing investment advisory services since 1977. The firm manages over $530 million in assets for a variety of clients, including individuals, families, trusts, estates, pension plans, charitable organizations, and corporations. They offer a range of services, including financial planning, portfolio management, and wrap fee programs. The firm is registered with the Securities and Exchange Commission and with all 50 states.
Allegheny Investments, Ltd.

STONE QUARRY CROSSING

PITTSBURGH, PA 15237

$530.30M

Assets Under Management

20

Total Clients

69

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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Connor Vehec’s Registration & Firm History

PA

08/07/2024 - Present

Allegheny Investments, Ltd. (PITTSBURGH PA)

PA

10/03/2023 - 07/28/2024

J.P. MORGAN SECURITIES LLC (Verona PA)

PA

07/13/2023 - 08/31/2023

SAGEPOINT FINANCIAL, INC. (OAKMONT PA)

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Licenses & Designations

BC

Issued 08/14/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/26/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Connor Vehec.
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