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Tara Amber Stevens

Allegheny Investments, Ltd.

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About Tara Amber Stevens

Tara Amber Stevens is a licensed representative of Allegheny Investments, Ltd. Tara has been in the financial services industry for over 15 years and holds the Series 11 license. Tara's specializations include portfolio management for businesses and individuals, as well as financial planning. Allegheny Investments, Ltd. is based in Pittsburgh, PA and is a registered investment advisor firm that provides financial planning and portfolio management services to a diverse client base, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Tara Stevens is currently registered with Allegheny Investments, Ltd.. Allegheny Investments, Ltd. is a Pennsylvania-based corporation that has been providing investment advisory services since 1977. The firm manages over $530 million in assets for a variety of clients, including individuals, families, trusts, estates, pension plans, charitable organizations, and corporations. They offer a range of services, including financial planning, portfolio management, and wrap fee programs. The firm is registered with the Securities and Exchange Commission and with all 50 states.
Allegheny Investments, Ltd.

STONE QUARRY CROSSING

PITTSBURGH, PA 15237

$530.30M

Assets Under Management

20

Total Clients

69

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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Tara Stevens’s Registration & Firm History

PA

12/17/2007 - Present

Allegheny Investments, Ltd. (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 12/14/2007

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tara Amber Stevens.
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