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Michael Anthony Montileone

Allegheny Financial Group Ltd.

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About Michael Anthony Montileone

Michael Montileone is an investment advisor representative at Allegheny Financial Group Ltd. Michael has been in the industry since February 5, 1990 and is currently registered in 20 states. Michael also holds the Series 39, 7, 6 and SIE licenses. Michael is also a board member and investor at Erie Metal Basket.

Firm Information

Michael Montileone 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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Michael Montileone’s Registration & Firm History

PA

06/17/1994 - Present

Allegheny Financial Group Ltd. (PITTSBURGH PA)

NA

02/06/1990 - 09/23/1992

INTEGRATED FINANCIAL PLANNING SERVICES (HEIDELBERG )

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Licenses & Designations

IA

Issued 03/19/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/2007

Series 39 - Direct Participation Programs Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/1991

Series 7 - General Securities Representative Examination

BC

Issued 01/20/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Anthony Montileone. Review regulatory record here.
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