Johnstown, PA Scalp Ave Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

3

Of 10,217 advisors across 5,115 offices

Location

1732 Scalp Ave

Johnstown PA 15904

Advisors at this office

3

Advisors at this office

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Eric O

Series 63

Johnstown, PA

Cetera

Eric Orlovsky is a financial advisor with Cetera in Johnstown, PA, holding a Series 63 designation and 16 years of industry experience. He has worked with multiple firms including Avantax and owns Orlovsky Financial Services PLLC, where he provides accounting, payroll, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kevin P

Series 66

Johnstown, PA

Cetera

Kevin Pile is a financial advisor with Cetera Wealth Services LLC and holds a Series 66 designation. He has 23 years of industry experience and has previously worked with Avantax Advisory Services and S & P Partners. Outside of his advisory work, he is the owner and sole proprietor of Pile Financial Services, a tax preparation and accounting business. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Cynthia O

CFP®, Series 63, Series 65

Johnstown, PA

Cetera

Cynthia Orlovsky is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Avantax and operates her own accounting and tax preparation business, Orlovsky Financial Services LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, supporting both discretionary and non-discretionary accounts.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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