Pittsburgh, PA Washington Place Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

6

Of 10,217 advisors across 5,122 offices

Location

626 Washington Place

Pittsburgh PA 15219

Advisors at this office

6

Advisors at this office

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Derek H

Series 63, Series 66

Pittsburgh, PA

Cetera

Derek Heuler is a financial advisor with Cetera in Pittsburgh, PA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Federated Global Investment Management Corp and related entities for over a decade, as well as at First National Bank of Pennsylvania. Heuler is also a wealth advisor for First National Trust Company and FNB Investment Advisors Inc, though he does not make investment decisions or participate in transaction execution. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, access to third-party money managers, and a range of program structures supported by over 10,000 advisors and $256 billion in assets under management.

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 D

CFA®, Series 66

Pittsburgh, PA

Cetera

Kevin Day is a CFA® charterholder with 13 years of experience in the financial industry. He has worked at Cetera since 2018 and previously held roles at Federated Investors and First National Bank of Pennsylvania. In addition to his advisory role, he serves as Market Executive for FNB Wealth Management, overseeing sales and service functions at First National Trust Company. Cetera Investment Advisers LLC is a national investment advisory firm that serves individual, corporate, institutional, and charitable clients. The firm offers a range of portfolio management, retirement, and consulting services through a multi-manager platform with flexible program options and over $256 billion in assets under management.

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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Mark S

Series 66

Pittsburgh, PA

Cetera

Mark Silvester is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has worked with Cetera Investment Advisors LLC since 2022 and previously held positions at Oppenheimer and Citizens Bank of PA. Silvester serves as vice president of the board for the Morningside Area Community Council, a nonprofit involved in planning community events. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated 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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Tina G

CFP®, Series 63, Series 65

Pittsburgh, PA

Cetera

Tina Giambanco is a CFP® with 27 years of industry experience, currently affiliated with Cetera in Pittsburgh, PA. Her prior experience includes roles at LPL Financial and M&T Securities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program structures 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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John H

Series 66

Pittsburgh, PA

Cetera

John Harshman is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Citizens Securities Inc. and Clarfeld Financial Advisors, LLC. Outside of his advisory work, he serves on the investment committee for Claysville Sportsman's Club and holds board and committee roles with the Pittsburgh Cultural Trust and the BISA membership committee, as well as assisting as a soccer coach. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services across 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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Michael C

Series 66, Series 63

Pittsburgh, PA

Cetera

Michael Clark is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management, Schneider Downs Wealth Management Advisors, and PNC Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, providing access to multiple program structures, third-party managers, and bespoke investment strategies.

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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