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Terry Lynn Wolfe

C.S. MCKEE, L.P.·PITTSBURGH, Pennsylvania
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ONE GATEWAY CENTER, PITTSBURGH, PA 15222CRD# 5124065Firm CRD# 119167
01

About

Terry Lynn Wolfe is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with C.S. MCKEE, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
C.S. MCKEE, L.P.
C.S. MCKEE, L.P.
AUM
$704M
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at C.S. MCKEE, L.P. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: INDIRECT COMPENSATION (SOFT DOLLARS)
Regulatory
SEC/IARD CRD# 5124065
Firm CRD# 119167
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Terry Lynn Wolfe offer?
Terry Lynn Wolfe specializes in Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Terry Lynn Wolfe's credentials?
Terry Lynn Wolfe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry Lynn Wolfe located?
Terry Lynn Wolfe is based in PITTSBURGH, Pennsylvania, working with C.S. MCKEE, L.P.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Terry Lynn Wolfe charge for services?
Terry Lynn Wolfe's firm is compensated through percentage of aum, other: indirect compensation (soft dollars). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is C.S. MCKEE, L.P.?
C.S. MCKEE, L.P. has approximately 34 employees and manages $704M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PITTSBURGH
Gretchen Robinson Haggerty — STRATEGIC INVESTMENT FUND, INC.Kathleen Seech Wright — KATHLEEN S. WRIGHT ASSOCIATES INC.Robert Joseph Lohman — COMMONWEALTH ADVISORY GROUP, LTD.Michael Rae Rohm — CORRY CAPITAL ADVISORS, LLCMatthew Jay Teplitz — GUYASUTA INVESTMENT ADVISORS, INCORPORATED
Nearby cities in Pennsylvania
PHILADELPHIA (568)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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