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Ashley Alyssa Dyer

Advisor at LPL Enterprise — Export, PA

Updated today

Credentials

Series 63, Series 65

Experience

9 years

Location

Export, PA 15632

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,115

Across 865 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Ashley Dyer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and Pruco Securities, LLC, starting in 2016. Dyer is also involved with Anthony Sciulli and operates several businesses related to health benefits and insurance services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and non-securities products including affiliated insurance and trust services.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

Tax-loss harvesting

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Export, PA

5800 Kennedy Avenue, Suite 3

Export PA 15632

Advisors at this office

5

Most active in

Ohio · Pennsylvania

Work history

9 years of industry experience

LPL Enterprise

2024 - Present • 2 years

Holidaysburg, PA

Prudential Insurance Company of America

2016 - Present • 10 years

Holidaysburg, PA

Pruco Securities, LLC.

2016 - 2024 • 8 years

Hooidaysburg, PA

Anthony Sciulli

2014 - Present • 12 years

Hollidaysburg, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher C

Series 66

Monroeville, PA

PNC Wealth Management

Christopher Conrad is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019, following four years at Edward Jones. Outside of his advisory role, he owns Conrad Data Consulting LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment to select investment models implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Mark D

Series 65

McKeesport, PA

Digiorgio Capital Management, Inc.

Mark Digiorgio is a financial advisor with Digiorgio Capital Management, Inc., holding a Series 65 credential and 28 years of industry experience. He is also the president and owner of Mark DiGiorgio Tax & Accounting Firm, which he has operated since 1988. Digiorgio Capital Management provides investment management services to individuals, corporations, trusts, and pension plans, with approximately $42 million in assets under management as of early 2024. The firm employs a conservative investment approach focused on large-cap mutual funds and equities, U.S. Treasuries, and bond funds, managing portfolios on a non-discretionary basis with regular client consultation.

Wealth management
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Suzanne W

Series 63, Series 66

Greensburg, PA

Elle Investment Group LLC

Suzanne Ward is the sole advisor at Elle Investment Group LLC in Greensburg, PA, holding Series 63 and Series 66 designations with 14 years of industry experience. Her career includes roles at PNC Investments and Purshe Kaplan Sterling Investments, as well as ownership interests in several businesses, including a personal finance blog and a wedding invitations and home decor company. She also owns 3Natives Greensburg LLC, a healthy fast food business. Elle Investment Group LLC serves individuals, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $14.9 million across about 80 client accounts. The firm provides discretionary investment supervisory services focused on long-term trading, utilizing a combination of charting, fundamental, technical, and cyclical analysis, and offers periodic portfolio reviews and custodial reporting.

Active portfolio management
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Richard N

Series 65

Lower Burrell, PA

SFR Wealth LLC

Richard Nulph is a financial advisor with SFR Wealth LLC and holds a Series 65 credential. He has seven years of industry experience and has also been involved with Safety First Retirement LLC and The Nulph Group over the past two decades. SFR Wealth is a Pennsylvania investment adviser focusing on discretionary portfolio management and retirement planning for middle-income households approaching or in retirement. The firm uses a long-term, model-based approach with diversified allocations across major market ETFs and tailors remaining investments to client needs.

Retirement income strategy Social Security optimization Annuities General estate planning guidance Approaching retirement
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Matthew S

Series 63, Series 66

McKeesport, PA

Salcedo Financial Services

Matthew Salcedo is a financial advisor with Salcedo Financial Services in Mckeesport, PA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Kestra Investment Services, Craig & Treff Financial Services, T. Rowe Price, and Respira Medical. Salcedo Financial Services provides investment management, financial planning, and consulting to individuals, families, trusts, small businesses, and other entities. The firm’s approach includes discretionary, asset-allocation-driven advice across traditional and alternative asset classes, supported by client-specific Investment Policy Statements and periodic reviews.

Wealth management Options & derivatives strategies Founder/Business Owner
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Paul R

CFP®, Series 65

Monroeville, PA

Rossi Financial Associates, Inc.

Paul Rossi is a CFP® and Series 65-licensed financial advisor with 30 years of industry experience. He has been the principal of Rossi Financial Associates, Inc. since 1995 and maintains a longstanding affiliation with the accounting firm Henry Rossi & Co. Rossi Financial Associates provides investment advisory, financial planning, and retirement plan consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, with a notable focus on pension consulting and institutional-style portfolio management.

Wealth management General estate planning guidance General tax planning
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