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Advisors in Pittsburgh, Pennsylvania
1,305 Results
Unclaimed

Ameritas Advisory Services, LLC

location

PITTSBURGH, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Eric Kearsh is a financial advisor with Ameritas Advisory Services, LLC. He has been in the financial services industry since 2017. Eric is registered as an investment advisor representative in Pennsylvania. He has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. His previous experience includes positions at Commonwealth Financial Network, The Huntington Investment Company, and First National Bank. Eric holds the Series 6, Series 7, Series 66, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Pittsburgh, PA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Eric Fetterman is a financial advisor with over 18 years of experience in the financial services industry. Eric is currently registered with Morgan Stanley and holds Series 7, 31, and 66 licenses. Eric also has a Series SIE license. Prior to joining Morgan Stanley, Eric worked at Morgan Stanley Smith Barney and Morgan Stanley DW Inc. Eric specializes in providing asset allocation advice, financial planning, and portfolio management services to individuals, businesses, and investment companies. Eric is registered in 35 states and has been involved in the financial services industry since 2005.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Eric Daniel Kondrit is a financial advisor who has been active in the industry since 1990. Eric is a Certified Financial Planner and has been registered with Osaic Wealth, Inc. since January 2024. Eric previously worked with Woodbury Financial Services, Inc. and Equity Services, Inc. Eric holds the Series 6, 7, 63, 65, and SIE licenses and has experience working with a wide range of clients, including individuals, businesses, and charitable organizations. Eric provides financial planning, investment management, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Pittsburgh, PA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Eric Michael Theoret is a financial advisor with Morgan Stanley. Eric has been in the industry since 1985. Eric is registered with FINRA and the state of Pennsylvania. Eric has been with Morgan Stanley since 2009. Eric previously worked at Citigroup Global Markets Inc. and Lehman Brothers Inc. Eric holds a Series 7, Series 3, Series 63, and Series 65 license. Eric is a financial professional with extensive experience in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Ameriprise Financial Services, LLC

location

PITTSBURGH, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Eric Martin is an active investment advisor representative with Ameriprise Financial Services, LLC, who has been in the industry since April 29, 2001. He holds Series 7, 9, 10, 24, and 66 licenses. Eric has experience with Ameriprise Financial Services, Inc., IDS LIFE INSURANCE COMPANY, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Eric works with clients in several states including Pennsylvania, Texas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Maryland, Massachusetts, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, South Carolina, Virginia, and West Virginia. Eric Martin specializes in working with individuals, high-net-worth individuals, corporations, businesses, trusts, estates, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Park Avenue Securities LLC

location

PITTSBURGH, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Eric Startare is a registered representative with Park Avenue Securities LLC. Eric has been in the securities industry since March 2022. Eric is registered with the state of Pennsylvania and Indiana. Eric's registrations are active. Eric holds the Series 66, Series 7TO, Series 24, and SIE exams. Eric is a licensed agent and investment advisor representative. Eric provides financial planning and portfolio management services to individuals. Eric is also a co-trustee of two family trusts and a managing member of JEM Telegraph Road, LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Saxony Capital Management, LLC

location

Pittsburgh, PA

0 Disclosures

ADVISOR BIO

Eric Hoffman is a financial advisor in the Pittsburgh area with over 12 years of experience. Eric is an Investment Advisor Representative with Saxony Capital Management, LLC. Prior to joining Saxony Capital Management, Eric was a Financial Advisor with Trinity Wealth Securities. Eric holds Series 63, 65, 6TO and SIE licenses. Eric is also a licensed insurance agent and works with insurance companies. Eric specializes in providing financial planning, portfolio management, and selection of other advisors. Eric works with individuals, high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Allegheny Investments, Ltd. | CFP ® (Certifications)

location

PITTSBURGH, PA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Eric J Matsko is an Investment Advisor Representative, licensed to provide investment advice in Pennsylvania. Eric J Matsko has been working in the financial services industry since August 26, 2016. Eric J Matsko is associated with two firms, Allegheny Investments, Ltd. and Allegheny Financial Group Ltd. Eric J Matsko has Series 66, Series 7 and SIE registrations and is also a Certified Financial Planner. Eric J Matsko has experience working for firms such as Hornor, Townsend & Kent, Inc.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Pittsburgh, PA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Eric Doll is a registered representative with J.p. Morgan Securities LLC, a firm with a broad range of financial services. Eric holds the Series 63, Series 6TO and SIE licenses and is registered in Pennsylvania. Eric has been in the securities industry since August 2022 and has a background in providing financial planning, pension consulting, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Janney Montgomery Scott LLC

location

PITTSBURGH, PA

0 Disclosures

ADVISOR BIO

Eric Gordon Lahm is an Investment Advisor Representative, registered with Janney Montgomery Scott LLC. Eric has been in the industry for over 16 years. Eric is also registered as an Investment Advisor Representative in the state of Pennsylvania. Eric has held previous positions at Investment Professionals, Inc., Pershing LLC, American Enterprise Investment Services Inc., American Express Service Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Eric's specializations include financial planning, pension consulting, and educational seminars. Eric also provides portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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