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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Al Sommariva is an investment advisor representative at Kovitz Investment Group Partners, LLC. Jay has been in the industry since July 2013 and has held previous positions at Fort Pitt Capital Group, Inc. and Fort Pitt Capital Group LLC. Jay Sommariva is registered with the state of Pennsylvania and holds the Series 65 license. Kovitz Investment Group Partners, LLC is a large investment advisor with over $11 billion in assets under management. The firm serves a variety of client types, including individuals, families, trusts, corporations, foundations, and endowments. The firm provides a wide range of investment advisory services, including financial planning, portfolio management, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
PA
01/05/2025 - Present
Kovitz Investment Group Partners, LLC (Pittsburgh PA)
IA
Issued 12/03/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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