BH
Brandon J. Haynes
ALLEGHENY FINANCIAL GROUP LTD
PITTSBURGH, PA 15237
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CRD#: 3101940
BH
Professional summary
Brandon James Haynes, CFP® is a registered financial advisor currently at ALLEGHENY FINANCIAL GROUP LTD located in Pittsburgh, Pennsylvania.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Brandon has worked at 2 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 28 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.
BROWN, HAYNES, KUHN LLC, MANAGING MEMBER, GP OF AFG ADVISORY LP, INVESTMENT RELATED, STARTED 2002, 10 HR/MO, HR/MO/TRADING VARIES, NO ANNUAL COMP AFG ADVISORY LP, GP/OWNER, LIMITED PARTNERSHIP, INVESTMENT RELATED, STARTED 2002, 10 HR/MO, HR/MO/TRADING VARIES, NO ANNUAL COMP JJB ADVISORY LLC, MM, MGMT CO FOR SEVERAL AFG FUND OF FUNDS, INVESTMENT RELATED, STARTED 2002, 10 HR/MO, HR/MO/TRADING VARIES, ENTITY RECEIVES MANAGEMENT FEE FROM ALL FIVE HEDGE FUNDS, PD QUARTERLY IN ADVANCE AFG INVESTMENT PARTNERS, LP, MM OF FUND OF FUNDS, INVESTMENT RELATED, STARTED 2003, 10 HR/MO, HR/MO/TRADING VARIES, 1% MANAGEMENT FEE AFG INVESTMENT PARTNERS, II, LP, MM OF FUND OF FUNDS, INVESTMENT RELATED, STARTED 2007, 10 HR/MO, HR/MO/TRADING VARIES, 1% MANAGEMENT FEE AFG INVESTMENT PARTNERS, III, LP, MM OF FUND OF FUNDS, INVESTMENT RELATED, STARTED 2007, 10 HR/MO, HR/MO/TRADING VARIES, 1% MANAGEMENT FEE AFG INVESTMENT PARTNERS, IV, LP, MM OF FUND OF FUNDS, INVESTMENT RELATED, STARTED 2007, 10 HR/MO, HR/MO/TRADING VARIES, 1% MANAGEMENT FEE AFG GROWTH PARTNERS, LP, MM OF FUND OF FUNDS, INVESTMENT RELATED, STARTED 2013, 10 HR/MO, HR/MO/TRADING VARIES, 1% MANAGEMENT FEE AFG ACTIVIST PARTNERS, LP, MM OF FUND OF FUNDS, INVESTMENT RELATED, STARTED 2015, 10 HR/MO, HR/MO/VARIES, 1% MANAGEMENT FEE AFG REAL ESTATE OPPORTUNITIES FUND, LP, MM OF REAL ESTATE FUND, INVESTMENT RELATED, STARTED 2007, 10 HR/MO, HR/MO/TRADING VARIES, 1% MANAGEMENT FEE AFG REALTY ADVISORS, GP OF AFG REO,LP, INVESTMENT RELATED, STARTED 2007, 2 HR/MO, HR/MO/TRADING VARIES, NO ANNUAL COMP AFG PECA, LLC, MANAGING MEMBER, PRIVATE OFFERING, INVESTMENT RELATED, STARTED 2015, 1-2 HR/MO, HR/MO/TRADING VARIES, COMMISSION AND INCENTIVE FEES AFG PECA II, LLC, MANAGING MEMBER, PRIVATE OFFERING, INVESTMENT RELATED, STARTED 2023, 1-2 HR/MO, HR/MO/TRADING VARIES, COMMISSION AND INCENTIVE FEES AFG PRIME, LLC, MANAGING MEMBER, PRIVATE OFFERING, INVESTMENT RELATED, STARTED 2016, 1-2 HR/MO, HR/MO/TRADING VARIES, COMMISSION AND INCENTIVE FEE SILVER THREADS, LLC, BOARD MEMBER, BUSINESS OPERATIONS AND AFFAIRS OF LLC, INVESTMENT RELATED, STARTED 2016, 1-2 HR/MO, HR/MO/TRADING VARIES, NO ANNUAL COMP BRIDGE OF HOPE - 501C3 NONPROFIT, BOD, CHARITABLE ORGANIZATION, NON INVESTMENT RELATED, STARTED 2012, 2 HR/MO, HR/MO/TRADING VARIES, NO ANNUAL COMP ERIE METAL BASKET, BOD/INVESTOR/MM, MANUFACTURING, OPERATIONS AND AFFAIRS OF THE LLC, 1-2 HR/MO, 1-2 HR/MO/TRADING, AFG INCENTIVE FEES
CRS (Client Relationship Summary) - RIA
Click below to view Brandon James Haynes's 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®
CFP®
Start date: 2001
Experience
Current
April 30, 1999 - Present
ALLEGHENY FINANCIAL GROUP LTD
Office #1: Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237RIA
CRD#: 104690
PITTSBURGH, PA
Past
March 30, 2007 - December 31, 2024
ALLEGHENY INVESTMENTS, LTD.
RIA
CRD#: 7597
Wexford, PA
Past
September 28, 1998 - December 31, 2024
ALLEGHENY INVESTMENTS, LTD.
BD
CRD#: 7597
PITTSBURGH, PA
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".
AF
ALLEGHENY FINANCIAL GROUP LTD
ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD
CRD#: 104690 / SEC#: 801-12566
RIA
Registered Investment Advisory firm - (1/17/1977 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(4/30/1999)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 5/9/2007
Introducing Broker/Dealer Financial Operations Principal ExaminationCurrent Firm
AF
ALLEGHENY FINANCIAL GROUP LTD
ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD
CRD#: 104690 / SEC#: 801-12566
RIA
Registered Investment Advisory firm - (1/17/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
Mailing Address
Phone number
(412) 367-3880
Established
Firm type
Fiscal year end
# of Employees
105
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,950 |
| AUM (Assets Under Management) | $ 4,904,134,773 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/10/2025 | ||
| 10/22/2024 | ||
| 08/11/2023 | ||
| 10/08/2022 |
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.
