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Littell Wilson

43 Years of Experience
Pittsburgh, PA
Broker

Littell Wilson is a registered investment advisor at Federated Global Investment Management CORP., based in Pittsburgh, PA, with 43 years of industry experience. Littell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 74 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
208 advisors
Number of Clients
74 clients
Average Client Portfolio
$200.3M average
Assets Under Management
$14.8B

Fee Structure

Investment management only (planning not offered)

Federated Global Investment Management charges fees based on a percentage of assets under management. These fees vary depending on the type of account (Separate, Managed, or Model Portfolio) and the investment strategy. Fees may be negotiable and may include breakpoints where the percentage decreases as assets increase. Managed accounts may have a 'wrapped fee' covering various services, with Federated receiving a portion.

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Location

1001 Liberty Avenue, Pittsburgh, PA, 15222-3779

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Federated Global Investment Management CORP.
August 2021 - Present · 4 yrs 11 mos
Mdt Advisers, a Division of Federated Mdta LLC
December 2010 - Present · 15 yrs 7 mos
Federated Investment Counseling
December 2010 - Present · 15 yrs 7 mos
Federated Securities CORP.
December 2010 - Present · 15 yrs 7 mos
Federated Securities CORP.Broker
December 2008 - Present · 17 yrs 7 mos
Federated Securities CORP.
December 2008 - Present · 17 yrs 7 mos
Previous Registrations
Federated Global Investment Management CORP.
December 2010 - December 2013 · 3 yrs
Thomas Group CapitalBroker
November 2008 - December 2008 · 1 mo
Teton Investment Partners, LLCBroker
April 2005 - August 2007 · 2 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
June 2000 - April 2005 · 4 yrs 10 mos
J.C. Bradford & CO.Broker
July 1994 - June 2000 · 5 yrs 11 mos
Painewebber IncorporatedBroker
December 1987 - July 1994 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1981 - December 1987 · 6 yrs 1 mo
State Registrations5 states
CAILMANYPA
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.