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Saundra Jane Gibson genoni

Steel Tower Investments

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About Saundra Jane Gibson genoni

Saundra Gibson genoni is an investment advisor representative at Steel Tower Investments. Saundra has been in the industry for over 29 years. She was previously registered with Triad Advisors LLC, Wells Fargo Clearing Services, LLC, Credit Suisse Securities (USA) LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Saundra has passed the Series 63, Series 65, Series 7 and SIE exams. Saundra is licensed to advise clients in Pennsylvania.

Firm Information

Saundra Gibson genoni is currently registered with Steel Tower Investments. Steel Tower Investments, headquartered in Pittsburgh, Pennsylvania, is an investment advisor managing over $115 million in assets. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, corporations, insurance companies, and high-net-worth individuals.
Steel Tower Investments

401 LIBERTY AVENUE

PITTSBURGH, PA 15222

$115.62M

Assets Under Management

Not reported

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Saundra Gibson genoni’s Registration & Firm History

PA

01/03/2023 - Present

Steel Tower Investments (Malvern PA)

PA

09/20/2018 - 03/25/2020

TRIAD ADVISORS LLC (Berwyn PA)

PA

01/07/2016 - 09/24/2018

WELLS FARGO CLEARING SERVICES, LLC (RADNOR PA)

PA

09/16/2008 - 02/02/2016

CREDIT SUISSE SECURITIES (USA) LLC (WEST CONSHOHOCKEN PA)

PA

10/04/1993 - 09/17/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 01/04/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Saundra Jane Gibson genoni. Review regulatory record here.
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