ALLEGHENY FINANCIAL GROUP of PITTSBURGH, PA is an SEC-registered investment adviser (CRD 104690). Regulatory assets under management: $5.6B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
Showing 25 of 35 people.
| Name | Role | Location |
|---|---|---|
| JONATHAN A KUHN | DIRECTOR; MEMBER/MANAGER | ALLISON PARK, PA |
| Rom Steven Hurst | DIRECTOR; MEMBER/MANAGER | — |
| Brandon James Haynes | DIRECTOR/PRESIDENT; MEMBER/MANAGER | — |
| Jennifer Susan Schrauder | DIRECTOR | — |
| Michael Anthony Montileone | DIRECTOR | — |
| Ralph Samuel Boyd | DIRECTOR; MEMBER/MANAGER | — |
| Darin Bryce Hawn | DIRECTOR; MEMBER/MANAGER | — |
| Stephen Turner Hawbaker | CCO | — |
| David Michael Jeter | DIRECTOR; MEMBER/MANAGER | — |
| MILLER ROBIN MARIE | CHIEF COMPLIANCE OFFICER/VP | — |
| HARPER HARRY GEORGE | CHIEF COMPLIANCE OFFICER | — |
| BROWNE JAMES JOSEPH | DIRECTOR; DIRECTOR/PRESIDENT; TREASURER/DIRECTOR | — |
| HOHMAN JAMES DILLON | DIRECTOR; DIRECTOR/VICE PRESIDENT | — |
| GALLAGHER PHILIP MICHAEL | SECRETARY/DIRECTOR; SECRETARY/DIRECTOR/CHIEF COMPLIANCE OFFICER; SECRETARY/DIRECTOR/CHIEF OF COMPLIANCE | — |
| SMREKAR KARL G | DIRECTOR; DIRECTOR/CCO; DIRECTOR/TREASURER | — |
| SCHELLIN SUSAN D | PRESIDENT/CEO | — |
| HURST R STEVEN | DIRECTOR | — |
| TOTH AIMEE ANNE | CHIEF COMPLIANCE OFFICER | — |
| HAYNES BRANDON JAMES | DIRECTOR; DIRECTOR/CFO/COO; DIRECTOR/PRESIDENT | — |
| KUHN JONATHAN A | DIRECTOR; DIRECTOR/CCO; DIRECTOR/PRESIDENT/CEO (+1 more) | — |
| SCHRAUDER JENNIFER SUSAN | DIRECTOR | — |
| TUREK DEBORAH ANN | DIRECTOR | — |
| SCHUTZMAN RAYMOND LOUIS | DIRECTOR | — |
| MONTILEONE MICHAEL ANTHONY | DIRECTOR | — |
| BOYD WILLIAM SAMUEL | DIRECTOR; SHAREHOLDER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2011-05-02 | civil | REGISTERED REPRESENTATIVE SELLING AWAY | Final | $260K |
| 2003-01-13 | civil | UNSUITABLE SALE OF VARIABLE ANNUITY | Final | $75K |
| — | regulatory | — | — | — |