SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP of PITTSBURGH, PA is an SEC-registered investment adviser (CRD 128591). Regulatory assets under management: $3.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Derek Joseph Eichelberger | CHIEF EXECUTIVE OFFICER | — |
| Christopher J Pascuzzi | CHIEF FINANCIAL OFFICER | — |
| Michael Arthur Divens | CHIEF COMPLIANCE OFFICER | — |
| Nancy Lynn Skeans | SENIOR WEALTH ADVISOR | — |
| LINZER DON ALAN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; PRESIDENT (+1 more) | — |
| SANKO RUTH FISCHER | CHIEF FINANCIAL OFFICER | — |
| SEKELY THERESA MARIE | CHIEF COMPLIANCE OFFICER | — |
| KUNKLE KARL WAYNE | VICE PRESIDENT | — |
| SKEANS NANCY LYNN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER | — |
| EICHELBERGER DEREK JOSEPH | CHIEF EXECUTIVE OFFICER; DIRECTOR / MANAGING PARTNER; DIRECTOR / PARTNER | — |
| Pascuzzi Christopher J | CHIEF FINANCIAL OFFICER | — |
| Eric Surma | DIRECTOR OF FINANCE | — |
| Christopher J. Pascuzzi | CHIEF FINANCIAL OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2015-12-04 | regulatory | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP (SDWMA) UTILIZED THE MARKETING MATERIALS PROVIDED BY F-SQUARED IN WHICH SDWMA INVESTED CERTAIN CLIENT ASSETS. THE STRATEGY WAS BASED ON AN ALGORITHM THAT PRODUCED A SIGNAL INDICATING WHETHER TO BUY OR SELL ONE OF THE NINE EXCHANGE TRADED FUNDS (ETF) THA… | Final | $100K |