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Demetrius Alexander Kokales

Schneider Downs Wealth Management Advisors, LP

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About Demetrius Alexander Kokales

Demetrius Alexander Kokales is a financial advisor at Schneider Downs Wealth Management Advisors, LP. Demetrius has been a registered investment advisor for over four years, and has been in the financial services industry for over 10 years. Demetrius is a Certified Financial Planner, and has experience working with individuals, families, and businesses. He is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Demetrius Kokales 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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Demetrius Kokales’s Registration & Firm History

PA

11/29/2021 - Present

Schneider Downs Wealth Management Advisors, LP (PITTSBURGH PA)

PA

07/12/2019 - 11/18/2019

PNC INVESTMENTS (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 11/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Demetrius Alexander Kokales.
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