Unclaimed Profile

Don Alan Linzer

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP·PITTSBURGH, Pennsylvania

SIE, Series 7, Series 24, Series 66, Series 79TO, Series 99TOCFP22 years registeredSCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

ONE PPG PLACE, SUITE 1700, PITTSBURGH, PA 15222CRD# 4420125Firm CRD# 128591

Profile Verification

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

Identity

Don Alan Linzer · PITTSBURGH, PA

Registration

CRD #4420125 · SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

GREAT POINT ADVISORS, LLC

Sep 2023 – Aug 2024

Pittsburgh, PA

COASTAL INVESTMENT ADVISORS

Jan 2022 – Jul 2023

PITTSBURGH, PA

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Jan 2004 – Aug 2021

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 79TO

Series 99TO

Registration record

First registered · January 6, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

2026Customer Dispute·Pending

2025Customer Dispute·Pending

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

CRD 128591 · SEC 801-62441

AUM

$2.6B

Regulatory assets under management

Employees

2,036 client accounts

Services offered by SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP →

Introduction

Speak with Don

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Don is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PITTSBURGH?

Browse all registered financial advisors in PITTSBURGH, Pennsylvania or claim this profile if it's yours.

Browse PITTSBURGH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Don Alan Linzer offer?

Don Alan Linzer specializes in Financial Planning, Investment Management, Wealth Management.

What are Don Alan Linzer's credentials?

Don Alan Linzer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Don Alan Linzer located?

Don Alan Linzer is based in PITTSBURGH, Pennsylvania, last registered with SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP.

How does Don Alan Linzer charge for services?

Don Alan Linzer'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 SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP?

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP has approximately 27 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →