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CRD#: 133841
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

SCHNEIDER DOWNS CORPORATE FINANCE, LP is located at One Ppg Place, Suite 1700, Pittsburgh, PA 15222 and was first established at Philadelphia, Pennsylvania in 08/17/2004. After operating for 21 years, SCHNEIDER DOWNS CORPORATE FINANCE, LP has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SCHNEIDER DOWNS CORPORATE FINANCE, LP’s clients are individuals and 0% of their clients are high net worth individuals. SCHNEIDER DOWNS CORPORATE FINANCE, LP has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SCHNEIDER DOWNS CORPORATE FINANCE, LP are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SCHNEIDER DOWNS CORPORATE FINANCE, LP‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SCHNEIDER DOWNS CORPORATE FINANCE, LP. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for SCHNEIDER DOWNS CORPORATE FINANCE, LP Comes From

Understanding the Statistics for SCHNEIDER DOWNS CORPORATE FINANCE, LP and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
Mailing Address
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
Firm Size
Small
Phone Number
(412) 261-3644
Established
Pennsylvania since 08/17/2004
Firm Type
Partnership
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
THOMPSON, STEVEN DOUGLASSHAREHOLDER4900213
WRIGHT, ERIC MITCHELLSHAREHOLDER4900194
ALLISON, GREGORY LEESHAREHOLDER7004046
ARMKNECHT, PATRICK BRENNANSHAREHOLDER6689852
BARBER, STEVEN ALLENSHAREHOLDER6847145
BARRETT, JEANNE MSHAREHOLDER6263533
BOLES, JULIE ANN MCMILLANCHIEF COMPLIANCE OFFICER6934896
BROGAN, STACI LSHAREHOLDER6263536
BRUCE, JOSEPH ANDREWSHAREHOLDER6550701
DEFRANK, EUGENE M.SHAREHOLDER4900201
DIPIETRANTONIO, MARK ANTHONYSHAREHOLDER6550604
EICHELBERGER, DEREK JOSEPHSHAREHOLDER4644258
FRIEL, EDWARD RICHARDSHAREHOLDER5103827
GOODE, ADAM JOSHUASHAREHOLDER7410064
IELASE, TONY PAULSHAREHOLDER7419488
JAMES, KIMBERLY LYNNSHAREHOLDER7004006
KERNS, PATRICK FRANCISSHAREHOLDER7004050
LIEBERMAN, PETER JUSTINCHIEF EXECUTIVE OFFICER / SHAREHOLDER2974730
LOMBARDO, NICHOLAS DAVIDSHAREHOLDER7410097
LUMPKIN, JASON MICHAELSHAREHOLDER6847395
MCELROY, CHRISTOPHER SCOTTSHAREHOLDER7171316
MORALLY, DOUGLAS JOSEPHSHAREHOLDER7171287
MULLEN, SARAH EMILYCHIEF FINANCIAL OFFICER8060430
OGRODNIK, EVANSHAREHOLDER6375736
PETTKO, THEODORE MARKSHAREHOLDER5726244
PHILLIPS, DANIEL PATTONSHAREHOLDER5452245
PIOT, SARAH RITASHAREHOLDER7409531
SCHARF, CARL DAVIDSHAREHOLDER7003988
SCHINDLER, DARIN G.SHAREHOLDER7352365
SCHNEIDER DOWNS CORPORATE FINANCE, LLCGENERAL PARTNER
STALEY, JASON ROBERTSHAREHOLDER5408661
STEELE, JUSTIN CHARLESSHAREHOLDER7171291
WARREN, TREVOR PEPKESHAREHOLDER6847385
WEDDELL, LAUREN ELIZABETHSHAREHOLDER6847376
WERNER, MATTHEW CHARLESSHAREHOLDER7409409
WORTH, STEPHEN RILEYSHAREHOLDER8140320
YARD, JAMES BUOY JR.SHAREHOLDER5245990

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Advisor's working at SCHNEIDER DOWNS CORPORATE FINANCE, LP

SM

Sarah Emily Mullen

Sarah Emily Feteih
RR
CRD#: 8060430
Location:
Pittsburgh, PA 15222
Company:
SCHNEIDER DOWNS CORPORATE FINANCE, LP
Disclosures:
Experience:
1 year
View Profile
VN

Victor Ronald Nichols

RR
CRD#: 7692841
Location:
Pittsburgh, PA 15222
Company:
SCHNEIDER DOWNS CORPORATE FINANCE, LP
Disclosures:
Experience:
2 years
View Profile
IM

Imran Syed Mohiuddin

RR
CRD#: 5470117
Location:
Pittsburgh, PA 15222
Company:
SCHNEIDER DOWNS CORPORATE FINANCE, LP
Disclosures:
Experience:
14 years
View Profile
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