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Bret Jonathan Stutzman

XPYRIA INVESTMENT ADVISORS, INC.·PITTSBURGH, Pennsylvania
Unclaimed Profile
TWO GATEWAY CENTER, SUITE 1850, PITTSBURGH, PA 15222CRD# 2939377Firm CRD# 106438
01

About

Bret Jonathan Stutzman is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with XPYRIA INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
XPYRIA INVESTMENT ADVISORS, INC.
XPYRIA INVESTMENT ADVISORS, INC.
AUM
$823M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at XPYRIA INVESTMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2939377
Firm CRD# 106438
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bret Jonathan Stutzman offer?
Bret Jonathan Stutzman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Bret Jonathan Stutzman's credentials?
Bret Jonathan Stutzman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bret Jonathan Stutzman located?
Bret Jonathan Stutzman is based in PITTSBURGH, Pennsylvania, working with XPYRIA INVESTMENT ADVISORS, INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Bret Jonathan Stutzman charge for services?
Bret Jonathan Stutzman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is XPYRIA INVESTMENT ADVISORS, INC.?
XPYRIA INVESTMENT ADVISORS, INC. has approximately 11 employees and manages $823M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at XPYRIA INVESTMENT ADVISORS, INC.

Michael Bernard Giammatteo
PITTSBURGH, PA
Joseph Gugliotta Salpietro
PITTSBURGH, PA
John Herman Cummings
PITTSBURGH, PA
Jonathan G Kasting
PITTSBURGH, PA

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