FEDERATED ADVISORY SERVICES COMPANY

RIASEC RegisteredEst. 2003
Total AUM
Avg account
$0
Accounts
0
Employees
208
Advisory reps
10

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
128611
Registered since
November 28, 2003
Fee structure
Other

Firm profile

FINTRX

Overview

Federated Advisory Services Company is an SEC-registered adviser (registration year 2003) that serves an institutional client base. The firm is organized under a mixed ownership structure described as both a domestic entity and an individual. Its regulatory classification is listed as unclassified, and it operates as a related adviser to other entities. The firm is not identified as an active ESG investor, is not multi-state, and is not a pension consultant. The firm's reported business activities and affiliations span multiple roles across the financial services value chain: broker-dealer, other investment adviser, commodity pool operator/commodity trading adviser (CPO/CTA), trust company, and sponsor or general partner of investment vehicles (including sponsorship of limited partnerships and pooled vehicles). Fee arrangements are described generically as "other."

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • STEPHEN AUTH

    Chief Investment OfficerCRD 2694169

  • THOMAS ROBERT DONAHUE

    Chief Financial Officer, Vice PresidentCRD 2766434

  • JOHN DONAHUE

    President, Chief Executive OfficerCRD 814703

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Contacts

3 of 6
  • James Gallagher

    TrusteeCRD 6918914

  • GEORGE MAGERA

    Assistant General CounselCRD 6253726

  • PAUL UHLMAN

    PresidentCRD 2043674

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PITTSBURGH, PA

ALLEGHENY

Location

PITTSBURGH, PA

Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
1001 Liberty Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth