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Portfolio Management for Individuals Advisors in Pittsburgh, Pennsylvania
142 Results
Unclaimed
location

Pittsburgh, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Adrian C. Alexander is a financial advisor with Morgan Stanley. Adrian has been in the financial services industry since August 2021. Adrian is registered to provide investment advice in 53 states and 2 US territories. Adrian is also registered as a broker-dealer in Pennsylvania and Texas. Adrian has a Series 66 license, a Series 7TO license and a SIE license.

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
location

Pittsburgh, PA

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Alan Breedlove is a financial advisor registered with Morgan Stanley. Alan is a seasoned professional with over 40 years of experience in the financial services industry. Alan has a broad range of experience across various financial institutions, including CITIGROUP GLOBAL MARKETS INC., UBS FINANCIAL SERVICES INC., KIDDER, PEABODY & CO. INCORPORATED, and THOMSON MCKINNON SECURITIES INC. Alan holds various licenses, including Series 7, Series 63, and Series 65, and offers a comprehensive range of financial services to his clients.

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

NEW York Life Investment Management LLC

location

Pittsburgh, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Vari is a financial professional with over five years of experience in the financial services industry. Alexander has a background in business and holds a Series 7 and Series 66 license as well as the Securities Industry Essentials exam. Alexander is currently registered as a Registered Representative and Investment Adviser Representative with New York Life Investment Management LLC. Alexander's previous experience includes roles at Federated Securities Corp., Federated Hermes, Inc., Federated Investment Counseling, Federated Global Investment Management Corp., MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC, and H. Vari & Co. LLC, Wells Fargo Advisors Financial Network. Alexander's specialties include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Pittsburgh, PA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Amanda Gail Blount is a financial advisor registered with Robert W. Baird & Co. Inc.. Amanda is a licensed securities professional with extensive experience in the financial services industry, having been a licensed advisor since 2010. Amanda has previously worked at Hefren-Tillotson, Inc., in Pittsburgh, PA and J.J.B Hilliard, W.L. Lyons, LLC, in Charleston, WV. Amanda currently works out of Robert W. Baird & Co. Inc.'s Pittsburgh, PA office. Amanda specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Pittsburgh, PA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Amy Lea Bonetto is a registered representative of Morgan Stanley in Pittsburgh, Pennsylvania. Amy has been working in the financial services industry since July 13, 2005 and is currently licensed to conduct business in 39 states, including Pennsylvania. Prior to working at Morgan Stanley, Amy was registered with Citigroup Global Markets Inc. and UBS Financial Services Inc. Amy specializes in providing financial advice and portfolio management services to individuals, businesses, investment companies, and charitable organizations.

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
location

Pittsburgh, PA

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Cipriani is a financial advisor registered with Morgan Stanley. Andrea is a securities professional with experience in the financial industry. Andrea is a licensed Investment Advisor Representative with Morgan Stanley and holds several professional licenses. Andrea is also registered with the state of Pennsylvania and Texas.

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
location

Pittsburgh, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Anthony J. Rosato is a financial advisor with Morgan Stanley. Anthony is licensed to provide financial advice in 29 states. Anthony has been in the financial industry for 8 years. He is a registered representative of Morgan Stanley and holds the Series 7, Series 63 and Series 66 licenses. Anthony is a qualified investment advisor in Pennsylvania, Texas, and Washington.

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

Robert W. Baird & Co. Inc.

location

Pittsburgh, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Aryeh Goldberg is a financial advisor at Robert W. Baird & Co. Inc. Aryeh is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed in multiple states. Aryeh Goldberg has been in the securities industry since August 17, 2016. Prior to joining Robert W. Baird & Co. Inc., Aryeh Goldberg was employed by Hefren-Tillotson, Inc.. Aryeh specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Aryeh is also a board member of the Hillel Academy of Pittsburgh and Congregation Poale Zedeck.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

Pittsburgh, PA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Autumn Meredith is a financial advisor registered with Robert W. Baird & Co. Inc. and has been in the industry since May 2016. Autumn has been with Robert W. Baird & Co. Inc. since October 2022. Prior to that, Autumn was employed by HEFREN-TILLOTSON, INC. Autumn holds the Series 7 and SIE licenses. Autumn Meredith specializes in offering financial advice to a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, businesses, corporations, pension plans, and charitable organizations.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

State Farm Investment Management Corp.

location

Pittsburgh, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Richard Gialanella is a registered representative with State Farm Investment Management Corp. Benjamin is registered in Pennsylvania and Maryland. Benjamin has been in the financial industry since March 2024 and is associated with the firm's Zelienople branch office. Benjamin also owns and operates Ben Gialanella's Insurance Agency which is an agency for State Farm Mutual Automobile Insurance Company and its affiliates. Benjamin is a graduate of the University of Dayton.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies

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