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Matthew David Haller

Allegheny Financial Group Ltd.

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About Matthew David Haller

Matthew Haller is a financial advisor who has been in the industry since September 2019. He is registered with the state of Pennsylvania and is a Certified Financial Planner. Matthew is currently employed with Allegheny Financial Group Ltd. and is located in Pittsburgh, PA. Matthew is associated with 1 firm. Matthew is also licensed to offer investment advice. Matthew is licensed to provide investment advice.

Firm Information

Matthew Haller 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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Matthew Haller’s Registration & Firm History

PA

01/02/2025 - Present

Allegheny Financial Group Ltd. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 11/21/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/31/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew David Haller.
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