![Michael Trauman, financial advisor Sewickley PA](/img/ws/profile-blank-sq.png)
Michael Trauman (CRD# 6229083) is an Investment Advisor Representative working at Commonwealth Financial Network in Sewickley, PA and has 1 year of experience in the finance industry.
![James Greno, financial advisor Sewickley PA](/img/ws/profile-blank-sq.png)
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
![Marybeth Abbiatici, financial advisor Sewickley PA](/img/ws/profile-blank-sq.png)
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Commonwealth Financial Network | Waltham, MA | Jan 2023 - Current | 1 |
Reliance Financial Advisors | Wexford, PA | Oct 2022 - Current | 1 |
Deloitte | Cleveland, OH | Jun 2021 - Sep 2022 | 1 |
Reliance Financial Advisors | Wexford, PA | Jan 2021 - May 2021 | < 1 |
Kent State University | Kent, OH | Aug 2017 - Dec 2020 | 3 |
Reliance Financial Advisors | Wexford, PA | Jun 2013 - Dec 2020 | 7 |
Deloitte | Cleveland, OH | Jul 2020 - Jul 2020 | < 1 |
Ohio Society Of Cpas | Columbus, OH | Aug 2019 - Jun 2020 | < 1 |
National Interstate Insuarnace | Richfield, OH | Jun 2019 - Aug 2019 | < 1 |
Sherwood Oaks | Cranberry, PA | Jan 2016 - Jun 2019 | 3 |
Minor, Child, Student | Zelienople, PA | Jan 2012 - Sep 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- PA
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Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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