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Stephen Paul Van meter

Federated Investment Counseling

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About Stephen Paul Van meter

Stephen Van meter is a financial advisor with Federated Investment Counseling. Stephen has been in the industry since June 4, 2012. Stephen holds several licenses including Series 3, 7, 14, 24 and 66. Stephen is also a Registered Investment Advisor. Stephen is registered with the state of Pennsylvania. Stephen is an Adjunct Professor at Duquesne University - Law School.

Firm Information

Stephen Van meter is currently registered with Federated Investment Counseling. Federated Investment Counseling is an investment advisor located in Pittsburgh, PA with approximately $185.45 billion in assets under management. They provide portfolio management for individuals, businesses, pooled investment vehicles, and offer model portfolios and asset allocation recommendations. Their clients include insurance companies, charitable organizations, high net worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
Federated Investment Counseling

1001 LIBERTY AVENUE

PITTSBURGH, PA 15222-3779

$185.45B

Assets Under Management

52

Total Clients

38

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.

Adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Stephen Van meter’s Registration & Firm History

PA

04/01/2015 - Present

Federated Investment Counseling (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 03/27/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 06/03/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2012

Series 3 - National Commodity Futures Examination

BC

Issued 06/04/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Paul Van meter.
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