Unclaimed Profile

Karl G Jr Smrekar

ALLEGHENY INVESTMENTS, LTD.·PITTSBURGH, Pennsylvania

SIE, Series 7, Series 24, Series 63CFPClean record35 years registeredALLEGHENY INVESTMENTS, LTD.

STONE QUARRY CROSSING, PITTSBURGH, PA 15237CRD# 1280168Firm CRD# 7597

Profile Verification

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

Identity

Karl G Jr Smrekar · PITTSBURGH, PA

Registration

CRD #1280168 · ALLEGHENY INVESTMENTS, LTD. · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALLEGHENY INVESTMENTS, LTD.

ALLEGHENY INVESTMENTS, LTD.

Jul 2012 – Dec 2016

PITTSBURGH, PA

ALLEGHENY FINANCIAL GROUP LTD

Feb 1991 – Jan 2025

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · February 19, 1991

Years registered · 35

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLEGHENY INVESTMENTS, LTD.

CRD 7597 · SEC 801-57662

AUM

$530M

Regulatory assets under management

Employees

2,199 client accounts

Services offered by ALLEGHENY INVESTMENTS, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALLEGHENY INVESTMENTS, LTD. →

Introduction

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Frequently Asked Questions

What services does Karl G Jr Smrekar offer?

Karl G Jr Smrekar specializes in Financial Planning, Investment Management, Wealth Management.

What are Karl G Jr Smrekar's credentials?

Karl G Jr Smrekar holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Karl G Jr Smrekar located?

Karl G Jr Smrekar is based in PITTSBURGH, Pennsylvania, last registered with ALLEGHENY INVESTMENTS, LTD..

How does Karl G Jr Smrekar charge for services?

Karl G Jr Smrekar'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 ALLEGHENY INVESTMENTS, LTD.?

ALLEGHENY INVESTMENTS, LTD. has approximately 81 employees and manages $530M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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