Unclaimed Profile

Michael Anthony Montileone

ALLEGHENY INVESTMENTS, LTD.·PITTSBURGH, Pennsylvania

SIE, Series 6, Series 7, Series 39, Series 63, Series 6532 years registeredALLEGHENY INVESTMENTS, LTD.

STONE QUARRY CROSSING, PITTSBURGH, PA 15237CRD# 2017882Firm CRD# 7597

Profile Verification

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

Identity

Michael Anthony Montileone · PITTSBURGH, PA

Registration

CRD #2017882 · ALLEGHENY INVESTMENTS, LTD. · 32 years registered

Brand Profile

Not yet started

Career History

ALLEGHENY FINANCIAL GROUP

Jun 1994 – present

ALLEGHENY INVESTMENTS, LTD.

Mar 2007 – Dec 2024

Beaver Falls, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 39

Series 63

Series 65

Registration record

First registered · June 17, 1994

Years registered · 32

Disclosure History

2017Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

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 Michael Anthony Montileone offer?

Michael Anthony Montileone specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Michael Anthony Montileone's credentials?

Michael Anthony Montileone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Anthony Montileone located?

Michael Anthony Montileone is based in PITTSBURGH, Pennsylvania, working with ALLEGHENY INVESTMENTS, LTD.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Michael Anthony Montileone charge for services?

Michael Anthony Montileone'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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