Federated Advisory Services Company

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
208
Advisory reps
9

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 institutional registered investment adviser that has been registered since 2003. The firm serves an institutional client base and is owned by a domestic entity and an individual. It does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not structured as a capital allocator. The firm's fee arrangement is listed as "other," indicating nonstandard or customized fee terms. The firm maintains multiple industry roles beyond pure advisory work. FINTRX lists affiliations that include broker-dealer activities, other investment adviser functions, CPO/CTA involvement, trust company services, and sponsorship roles (sponsor of limited partnerships and sponsor/GP/managing member of pooled investment vehicles). Those activities suggest the firm can both advise institutional clients and sponsor or manage pooled products and trust-related services, rather than operating solely as a discretionary money manager.

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 Van Meter

    Stephen Van Meter

    Vice President and Chief Compliance OfficerCRD 6020413

  • Thomas Robert Donahue

    Thomas Robert Donahue

    Chief Financial Officer, Vice PresidentCRD 2766434

  • John Donahue

    John Donahue

    President, Chief Executive OfficerCRD 814703

Unlock 1 more executives →

Contacts

3 of 5
  • John Fisher

    John Fisher

    Vice President and DirectorCRD 707411

  • Paul Uhlman

    Paul Uhlman

    PresidentCRD 2043674

  • James Gallagher

    TrusteeCRD 6918914

Unlock 2 more contacts →

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth