Douglas Rudnik is a registered investment advisor at Allegheny Investments, based in Seward, PA, with 31 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 1,356 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allegheny Investments offers several investment management options:
- Comprehensive Portfolio Management (PMA): A wrap fee program with continuous advice and a financial plan.
- Asset Management Services: A comprehensive investment advisory service coordinating investment strategy and asset allocation.
- Investment Management Services (IMA): Investment strategy and performance reports for accounts held directly with a mutual fund company or annuity provider.
- Streamlined Account Management (SAM): Simplified investment management services without financial planning, offered through a wrap fee program.
Fees vary depending on the service and the amount of assets managed. See the fee schedule for details.
Location
Seward, PA
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Douglas is the owner of Unified Financial, LLC, providing income tax preparation services since 2015. This non-investment related activity takes about 10-20% of his time during February through April.
Employment History
Current Registrations
Allegheny Investments
Previous Registrations
Allegheny Investments, LTD.Broker
State Registrations1 state
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