Pittsburgh, PA Old Freeport Rd Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

3

Of 10,217 advisors across 5,115 offices

Location

1386 Old Freeport Rd, Suite #2 A

Pittsburgh PA 15238

Advisors at this office

3

Advisors at this office

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Frederick T

Series 63, Series 65

Pittsburgh, PA

Cetera

Frederick Thompson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at several firms including Sagepoint Financial, Inc. and currently serves as a partner at Lewis, McBeth & D'Ambrosio. Outside of financial services, Thompson is the head boys lacrosse coach at Shady Side Academy in Pittsburgh. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of advisors and provides access to multiple investment program options and third-party managers.

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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Angela F

Series 66

Pittsburgh, PA

Cetera

Angela Foster is a financial advisor at Cetera with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms, including First Allied Securities and First Allied Advisory Services. Outside of her advisory role, she owns a 25% interest in gas and mineral rights through DL RESOURCES and serves as a secondary power of attorney for her elderly parents. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 advisors and serves a diverse client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, incorporating both affiliated and third-party model 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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Sean B

Series 66

Pittsburgh, PA

Cetera

Sean Barbour is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and currently owns a tax practice, Fox Chapel Tax Advisors. Barbour is also a member of the Northern Allegheny Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a wide range of program options and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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