Advisor at Centerview Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Centerview Wealth Advisors, LLC
Location
Pittsburgh, PA 15215
Credentials
Series 66
Industry experience
21 years
John Mah is a financial advisor at Centerview Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Centerview since 2016. In addition to his advisory role, Mah is a 90% owner and insurance agent at Allegheny Smokeworks, Inc., a retail tobacconist. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a range of investment types and a process that incorporates fundamental, technical, and quantitative analysis. The firm manages client assets in-house and offers both discretionary and non-discretionary management with regular account reviews.
Based on Centerview Wealth Advisors, LLC
Financial planning fixed fees between $500 and $30,000
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: Negotiable
$100 to $300 per hour for financial planning services
Fee-only: Financial planning fixed fees between $500 and $30,000; hourly fees between $100 and $300 per hour
139 Freeport Road
Pittsburgh, PA 15215
Ohio · Pennsylvania · Texas
Centerview Wealth Advisors, LLC
2016 - Present (10 years)
MML Investors Services, Inc.
2007 - Present (19 years)
MassMutual life Insurance Company
2007 - Present (19 years)
Allegheny Smokeworks
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Pittsburgh, PA
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Series 66
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CFA®, Series 63
Pittsurgh, PA
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Series 66
Pittsburgh, PA
Solid Oak Advisory
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