Pittsburgh, PA Penn Center Blvd Office

Team
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Bankers Life Advisory Services, Inc. logo

Bankers Life Advisory Services, Inc.

Enterprise

Firm-wide stats for Bankers Life Advisory Services, Inc.

Total advisors

540

Across 198 offices

Clients per advisor

26 Very Low

Avg AUM per client

$172,460 Very Low

HNW client ratio

0% Very Low

About

Bankers Life Advisory Services, Inc. is an SEC‑registered investment adviser that primarily serves mass‑affluent and high‑net‑worth individuals through discretionary portfolio management, non‑discretionary investment consulting, and retirement plan consulting for plan sponsors and participants. The firm offers both wrap and non‑wrap programs, may recommend outside managers, and uses Pershing as the clearing custodian with Bankers Life Securities, Inc. as the introducing broker‑dealer, as described in the brochure.

The firm combines fundamental, technical (charting), and cyclical methods of analysis to develop tailored asset allocations and ongoing portfolio management aimed at clients’ goals, risk tolerances and time horizons, with periodic rebalancing and performance reviews. Advisors may implement strategies on a discretionary basis, accept reasonable client restrictions, and advise across equities, fixed income, mutual funds, ETFs, CDs and other securities as part of customized portfolios.

Distinctive aspects disclosed in the brochure include BLAS’s parentage under CNO Financial Group and a group of affiliates that list 40/86 Mortgage Capital, Inc. and multiple insurance companies, indicating a link to mortgage/real‑estate‑related and insurance businesses that is less common among large advisers. The firm also does not emphasize corporate or general business clients outside its non‑ERISA retirement plan consulting work, and many advisors are dually registered as representatives of the affiliated broker‑dealer or as insurance agents—arrangements the brochure identifies and describes procedures to address.

Based on Bankers Life Advisory Services, Inc.

Expertise

Wealth management

Based on Bankers Life Advisory Services, Inc.

Occupation focus

Retired

Based on Bankers Life Advisory Services, Inc.

Location

500 Penn Center Blvd, Ste 300

Pittsburgh PA 15235

Advisors at this office

5

Advisors at this office

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Hayley B

Series 63, Series 65

Pittsburgh, PA

Bankers Life Advisory Services, Inc.

Hayley Brugos is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 credentials and has three years of industry experience. Her prior work includes roles at Bankers Life Securities and Bankers Life & Casualty, Inc., as well as experience at Express Employment Professional and Value Capture LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Wealth management Retired
user avatar

Vincent M

Series 66

Pittsburgh, PA

Bankers Life Advisory Services, Inc.

Vincent Mariana is a financial advisor with Bankers Life Advisory Services, Inc. based in Pittsburgh, PA. He holds a Series 66 designation and has eight years of industry experience. His career includes roles at Bankers Life and its affiliates since 2006. Bankers Life Advisory Services primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals and risk tolerances.

Wealth management Retired
user avatar

Cody L

Series 63, Series 65

Pittsburgh, PA

Bankers Life Advisory Services, Inc.

Cody Lott is a financial advisor with Bankers Life Advisory Services, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to his advisory role, he worked at Bankers Life and Casualty, Inc., Bankers Life Securities, Inc., and Bankers Life Advisory Services, Inc., as well as earlier positions at Kmart Corporation and Gutter Helmet. He also works as an insurance producer and unit field trainer for Bankers Life and Casualty, focusing on life insurance, long-term care, Medicare plans, and fixed annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment process. The firm focuses on individual clients and integrates services with affiliated broker-dealer and insurance entities.

Wealth management Retired
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Andrea O

Series 63, Series 65

Pittsburgh, PA

Bankers Life Advisory Services, Inc.

Andrea Oliverio is a financial advisor with Bankers Life Advisory Services, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has been affiliated with Bankers Life Securities, Inc. since 2016 and has worked with Bankers Life and Casualty since 2009. Outside of advisory work, Ms. Oliverio owns and manages a rental duplex property that she plans to operate as an Airbnb. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolios across a range of securities, with periodic rebalancing and performance reviews.

Wealth management Retired
user avatar

Charles D

Series 66

Pittsburgh, PA

Bankers Life Advisory Services, Inc.

Charles De Angellis II is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and nine years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life & Casualty, Inc. since 2012, where he also serves as a unit field trainer and insurance agent specializing in Medicare, long-term care, annuities, and final expense insurance. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Wealth management Retired
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