Unclaimed Profile

Theresa Marie Sekely

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP·PITTSBURGH, Pennsylvania

SIE, Series 7, Series 63, Series 65Clean record19 years registeredSCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

ONE PPG PLACE, SUITE 1700, PITTSBURGH, PA 15222CRD# 2795380Firm CRD# 128591

Profile Verification

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

Identity

Theresa Marie Sekely · PITTSBURGH, PA

Registration

CRD #2795380 · SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Mar 2007 – Oct 2019

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · March 20, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

CRD 128591 · SEC 801-62441

AUM

$2.6B

Regulatory assets under management

Employees

2,036 client accounts

Services offered by SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP →

Introduction

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Frequently Asked Questions

What services does Theresa Marie Sekely offer?

Theresa Marie Sekely specializes in Financial Planning, Investment Management, Wealth Management.

What are Theresa Marie Sekely's credentials?

Theresa Marie Sekely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Theresa Marie Sekely located?

Theresa Marie Sekely is based in PITTSBURGH, Pennsylvania, last registered with SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP.

How does Theresa Marie Sekely charge for services?

Theresa Marie Sekely'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 SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP?

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP has approximately 27 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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