Unclaimed Profile

Charles Adam Smith

FORT PITT CAPITAL GROUP, LLC·PITTSBURGH, Pennsylvania

Clean record29 years registeredFORT PITT CAPITAL GROUP, LLC

680 ANDERSEN DRIVE, PITTSBURGH, PA 15220CRD# 4361894Firm CRD# 281385

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Adam Smith · PITTSBURGH, PA

Registration

CRD #4361894 · FORT PITT CAPITAL GROUP, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FORT PITT CAPITAL GROUP, LLC

FORT PITT CAPITAL GROUP, LLC

Sep 2015 – Jul 2022

PITTSBURGH, PA

FORT PITT CAPITAL GROUP INC

Dec 1996 – Dec 2015

PITTSBURGH, PA

Registrations & Exams

Registration record

First registered · December 14, 1996

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORT PITT CAPITAL GROUP, LLC

CRD 281385 · SEC 801-106608

AUM

$5.2B

Regulatory assets under management

Employees

9,164 client accounts

Services offered by FORT PITT CAPITAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FORT PITT CAPITAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Adam Smith offer?

Charles Adam Smith specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with FORT PITT CAPITAL GROUP, LLC.

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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