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Marykate Tobin

Allegheny Financial Group Ltd.

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About Marykate Tobin

Marykate Tobin is a financial advisor with Allegheny Financial Group Ltd. based in Pittsburgh, Pennsylvania. Marykate has been in the industry for over a year and has a Series 7TO, Series 66, and SIE licenses. She is also a Certified Financial Planner. Marykate specializes in providing financial planning, portfolio management, and other financial services to individuals, businesses, and pooled investment vehicles. Before joining Allegheny Financial Group Ltd. Marykate worked at J.P. Morgan Securities LLC and TD Ameritrade, Inc..

Firm Information

Marykate Tobin 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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Marykate Tobin’s Registration & Firm History

PA

02/04/2022 - Present

Allegheny Financial Group Ltd. (PITTSBURGH PA)

PA

05/17/2021 - 11/27/2021

J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)

NE

08/12/2020 - 04/06/2021

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 09/01/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marykate Tobin.
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