Derek J. Eichelberger

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Pittsburgh, PA 15222

Some features on this profile are disabled

CRD#: 4644258

Professional summary

Derek Joseph Eichelberger, CFP® is a registered financial advisor currently at SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP located in Pittsburgh, Pennsylvania.

Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Derek has worked at 3 firms .

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.

Schneider Downs Wealth Management Advisors, Investment Related, One PPG Place, Suite 1700, Pittsburgh, PA 15222, Registered Investment Advisory firm, Managing Partner/Director of Investment Strategy, March 2013, Approximately 50 hours per week, advises high-net-worth individuals, foundations, endowments, and retirement plans on a broad list of topics including: asset allocation, investment policy design, portfolio management, investment manager due diligence and financial planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Joseph Eichelberger'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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

June 2, 2015 - Present

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Office #1: One Ppg Place, Suite 1700, Pittsburgh, PA 15222

RIA

CRD#: 128591

Pittsburgh, PA

Past

January 22, 2009 - August 12, 2014

GIBSON CAPITAL, LLC

RIA

CRD#: 148836

WEXFORD, PA

Past

March 17, 2003 - March 31, 2009

GIBSON CAPITAL MANAGEMENT LTD

RIA

CRD#: 107743

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".

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LLC | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

CRD#: 128591 / SEC#: 801-62441

RIA

Registered Investment Advisory firm - (10/24/2003 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
(6/2/2015)

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

Current Firm

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LLC | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

CRD#: 128591 / SEC#: 801-62441

RIA

Registered Investment Advisory firm - (10/24/2003 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

One Ppg Place, Suite 1700, Pittsburgh, PA 15222

Mailing Address

Phone number

(412) 697-5200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SDWM AD PART 2A 2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,015
AUM (Assets Under Management)	$ 2,912,305,317

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/27/2024	Cover Page	Report
06/27/2023	Cover Page	Report
08/24/2022	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.

Similar Advisors

Andrea Robertson

JANNEY MONTGOMERY SCOTT LLC

IAR

Sewickley (wexford), PA

Richard Sabo

J. W. COLE ADVISORS, INC.

IAR

GIBSONIA, PA

Edmund Vilsack

JANNEY MONTGOMERY SCOTT LLC

IAR

Canonsburg, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Derek J. Eichelberger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Derek Joseph Eichelberger's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

GIBSON CAPITAL, LLC

GIBSON CAPITAL MANAGEMENT LTD

Primary Firm SEC Registration

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

State Registrations and Notice Filings

Exams

Current Firm

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

TRUST BUT VERIFY

Similar Advisors