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Charles Adam Smith

FORT PITT CAPITAL GROUP, LLC·PITTSBURGH, Pennsylvania
Unclaimed Profile
680 ANDERSEN DRIVE, PITTSBURGH, PA 15220CRD# 4361894Firm CRD# 281385
01

About

Charles Adam Smith is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with FORT PITT CAPITAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FORT PITT CAPITAL GROUP, LLC
FORT PITT CAPITAL GROUP, LLC
AUM
$5.2B
Regulatory assets under management
Employees
74
Total firm employees
View all advisors at FORT PITT CAPITAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Regulatory
SEC/IARD CRD# 4361894
Firm CRD# 281385
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Adam Smith offer?
Charles Adam Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Charles Adam Smith's credentials?
Charles Adam Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Adam Smith located?
Charles Adam Smith is based in PITTSBURGH, Pennsylvania, working with FORT PITT CAPITAL GROUP, LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Charles Adam Smith charge for services?
Charles Adam Smith's firm is compensated through percentage of aum, subscription fees, other: revenue sharing with our affiliate, focus risk solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORT PITT CAPITAL GROUP, LLC?
FORT PITT CAPITAL GROUP, LLC has approximately 74 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FORT PITT CAPITAL GROUP, LLC

John Todd Douds
PITTSBURGH, PA
Daniel T. Eye
PITTSBURGH, PA
Jay Al Sommariva
PITTSBURGH, PA
Mary Jean Giconi
PITTSBURGH, PA
Michael Nmn Blehar
PITTSBURGH, PA
Theodore Maylon Bovard
PITTSBURGH, PA

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