SM
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Stephen Meter

13 Years of Experience
Pittsburgh, PA
Broker

Stephen Meter is a registered investment advisor at Federated Investment Counseling, based in Pittsburgh, PA, with 13 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,578 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
247 advisors
Number of Clients
8,578 clients
Average Client Portfolio
$23.3M average
Assets Under Management
$199.6B

Fee Structure

Investment management only (planning not offered)

Federated Investment Counseling charges fees based on a percentage of the assets they manage. These fees vary depending on the type of account and the amount of assets.

For separate accounts, fees range from 0.06% to 0.75% depending on the asset class and amount invested. For managed accounts, fees range from 0.25% to 0.85%. Some accounts may also have performance-based fees. Fees are negotiable and may be modified based on the services provided and the terms of the agreement.

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Location

1001 Liberty Ave, 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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Other Business Activities

Stephen is employed as an Adjunct Professor at Duquesne University - Law School since January 2018. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Federated Investment Counseling
April 2015 - Present · 11 yrs 3 mos
Federated Securities CORP.Broker
June 2012 - Present · 14 yrs 1 mo
Previous Registrations
Federated International Securities CORP.Broker
March 2019 - December 2024 · 5 yrs 9 mos
State Registrations1 state
PA
Advisor

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.