Unclaimed Profile

Raymond Louis Schutzman

ALLEGHENY FINANCIAL GROUP LTD·PITTSBURGH, Pennsylvania

SIE, Series 6, Series 7, Series 26, Series 63, Series 65CFPClean record28 years registeredALLEGHENY FINANCIAL GROUP LTD

STONE QUARRY CROSSING, PITTSBURGH, PA 15237CRD# 1015962Firm CRD# 104690

Profile Verification

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

Identity

Raymond Louis Schutzman · PITTSBURGH, PA

Registration

CRD #1015962 · ALLEGHENY FINANCIAL GROUP LTD · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALLEGHENY FINANCIAL GROUP LTD

ALLEGHENY INVESTMENTS, LTD.

Apr 2008 – Dec 2022

PITTSBURGH, PA

ALLEGHENY FINANCIAL GROUP LTD

Jan 1998 – Dec 2022

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · January 15, 1998

Years registered · 28

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 FINANCIAL GROUP LTD

CRD 104690 · SEC 801-12566

AUM

$4.5B

Regulatory assets under management

Employees

101

12,226 client accounts

Services offered by ALLEGHENY FINANCIAL GROUP LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ALLEGHENY FINANCIAL GROUP LTD →

Introduction

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Frequently Asked Questions

What services does Raymond Louis Schutzman offer?

Raymond Louis Schutzman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Raymond Louis Schutzman's credentials?

Raymond Louis Schutzman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Raymond Louis Schutzman located?

Raymond Louis Schutzman is based in PITTSBURGH, Pennsylvania, last registered with ALLEGHENY FINANCIAL GROUP LTD.

How does Raymond Louis Schutzman charge for services?

Raymond Louis Schutzman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: performance based fees pd to gps of affiliated entities. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLEGHENY FINANCIAL GROUP LTD?

ALLEGHENY FINANCIAL GROUP LTD has approximately 101 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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