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William Fitzgerald Engel

Fort Pitt Capital Group, LLC

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About William Fitzgerald Engel

William Fitzgerald Engel is a financial advisor registered with the state of Pennsylvania and affiliated with Fort Pitt Capital Group, LLC. William is also a Certified Financial Planner. William has been in the securities industry since 2005. Previous employers include Bill Few Securities, Inc. and PNC Capital Markets LLC. William has passed the Series 7 and Series 66 exams. Fort Pitt Capital Group, LLC is a registered investment advisor with the Securities and Exchange Commission.

Firm Information

William Engel is currently registered with Fort Pitt Capital Group, LLC. Fort Pitt Capital Group, LLC is an investment advisory firm headquartered in Pittsburgh, PA. With over 26 investment adviser representatives and 47 investment advisory functions, the firm manages over $5 billion in assets for a diverse client base, including individuals, corporations, charitable organizations, and pension plans. They offer a range of financial planning and advisory services, including credit and cash management solutions, insurance solutions, and portfolio management for individuals, businesses, and investment companies.
Fort Pitt Capital Group, LLC

680 ANDERSEN DRIVE

PITTSBURGH, PA 15220

$5.16B

Assets Under Management

90

Total Clients

24

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

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

Revenue sharing with our affiliate, focus risk solutions

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William Engel’s Registration & Firm History

PA

09/25/2015 - Present

Fort Pitt Capital Group, LLC (PITTSBURGH PA)

PA

10/16/2007 - 06/10/2014

BILL FEW SECURITIES, INC. (PITTSBURGH PA)

PA

02/24/2005 - 10/16/2007

PNC CAPITAL MARKETS LLC (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 06/30/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Fitzgerald Engel.
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