Unclaimed Profile

Stephen Francis Kutlenios

ALLEGHENY INVESTMENTS, LTD.·PITTSBURGH, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65CFP CFAClean record21 years registeredALLEGHENY INVESTMENTS, LTD.

STONE QUARRY CROSSING, PITTSBURGH, PA 15237CRD# 723068Firm CRD# 7597

Profile Verification

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

Identity

Stephen Francis Kutlenios · PITTSBURGH, PA

Registration

CRD #723068 · ALLEGHENY INVESTMENTS, LTD. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALLEGHENY INVESTMENTS, LTD.

ALLEGHENY INVESTMENTS, LTD.

Apr 2008 – Dec 2023

PITTSBURGH, PA

ALLEGHENY FINANCIAL GROUP LTD

Jul 2005 – Dec 2023

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · July 5, 2005

Years registered · 21

Professional designations · CFP, CFA

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 Stephen Francis Kutlenios offer?

Stephen Francis Kutlenios specializes in Financial Planning, Investment Management, Wealth Management.

What are Stephen Francis Kutlenios's credentials?

Stephen Francis Kutlenios holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen Francis Kutlenios located?

Stephen Francis Kutlenios is based in PITTSBURGH, Pennsylvania, last registered with ALLEGHENY INVESTMENTS, LTD..

How does Stephen Francis Kutlenios charge for services?

Stephen Francis Kutlenios'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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