Jeffrey A. Schlegel

FNB WEALTH MANAGEMENT

MONROEVILLE, PA 15146

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CRD#: 2156339

Professional summary

Jeffrey Allen Schlegel is a registered financial advisor currently at FNB WEALTH MANAGEMENT located in Monroeville, Pennsylvania.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Jeffrey has worked at 5 firms and has passed the Series 63, Series 7, Series 24 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Schlegel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 17, 2010 - Present

FNB WEALTH MANAGEMENT

Office #1: 4220 William Penn Highway, Monroeville, PA 15146

RIA

CRD#: 109515

MONROEVILLE, PA

Past

January 30, 2002 - July 8, 2005

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

April 28, 1995 - March 23, 2001

BNY MELLON CAPITAL MARKETS, LLC

CRD#: 17454

NEW YORK, NY

Past

June 9, 1992 - April 21, 1995

DREYFUS INVESTMENT SERVICES COMPANY, LLC

CRD#: 17477

PITTSBURGH, PA

Past

July 29, 1991 - November 19, 1991

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FNB WEALTH MANAGEMENT

F.N.B. INVESTMENT ADVISORS INC | PROMISTAR INVESTMENT ADVISORS INC | FNB WEALTH MANAGEMENT

CRD#: 109515 / SEC#: 801-56609

RIA

Registered Investment Advisory firm - (7/6/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/17/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/13/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/25/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/19/1995

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 6/2/1993

Municipal Securities Principal Examination

Current Firm

FNB WEALTH MANAGEMENT

F.N.B. INVESTMENT ADVISORS INC | PROMISTAR INVESTMENT ADVISORS INC | FNB WEALTH MANAGEMENT

CRD#: 109515 / SEC#: 801-56609

RIA

Registered Investment Advisory firm - (7/6/1999 Approved)

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Contact information

Main Address

626 Washington Place, Pittsburgh, PA 15219

Mailing Address

Phone number

(855) 688-0001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FNBIA FORM ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,097
AUM (Assets Under Management)	$ 6,703,955,512

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/26/2024	Cover Page	Report
12/20/2023	Cover Page	Report
02/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey A. Schlegel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Schlegel's CRS (Customer Relationship Summary).

Certified licenses

Experience

NATCITY INVESTMENTS, INC.

BNY MELLON CAPITAL MARKETS, LLC

DREYFUS INVESTMENT SERVICES COMPANY, LLC

HIBBARD BROWN & CO., INC.

Primary Firm SEC Registration

FNB WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 8/13/1991

Series 7

Date: 7/25/1991

Series 24

Date: 9/19/1995

Series 53

Date: 6/2/1993

Current Firm

FNB WEALTH MANAGEMENT

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FNB WEALTH MANAGEMENT

TRUST BUT VERIFY

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