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Donald Zook Shaub

Federated Investment Counseling

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About Donald Zook Shaub

Donald Zook Shaub is a financial advisor with Federated Investment Counseling. Donald has been in the financial industry since July 12, 1994 and is registered with the state of Pennsylvania as a Registered Investment Advisor. Donald has held several positions throughout his career, including positions with Federated Securities Corp., Federated Hermes, Inc., and Federated International Securities Corp. He is registered with FINRA under the firm's umbrella. Donald is a licensed financial advisor with several licenses and credentials including Series 6, Series 7, Series 24, Series 26 and Series 66.

Firm Information

Donald Shaub is currently registered with Federated Investment Counseling. Federated Investment Counseling is an investment advisor located in Pittsburgh, PA with approximately $185.45 billion in assets under management. They provide portfolio management for individuals, businesses, pooled investment vehicles, and offer model portfolios and asset allocation recommendations. Their clients include insurance companies, charitable organizations, high net worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
Federated Investment Counseling

1001 LIBERTY AVENUE

PITTSBURGH, PA 15222-3779

$185.45B

Assets Under Management

52

Total Clients

38

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.

Adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Donald Shaub’s Registration & Firm History

PA

05/15/2007 - Present

Federated Investment Counseling (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 05/14/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2007

Series 24 - General Securities Principal Examination

BC

Issued 11/22/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2007

Series 7 - General Securities Representative Examination

BC

Issued 07/12/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Zook Shaub.
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