Advisor at M.P. Collins Wealth Advisor Alliance, LLC
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Firm
M.P. Collins Wealth Advisor Alliance, LLC
Location
Pittsburgh, PA 15236
Credentials
CFP®, Series 63, Series 65
Industry experience
20 years
Matthew Collins is a Certified Financial Planner® with 20 years of experience at M.P. Collins Wealth Advisor Alliance, LLC. He also has over 40 years of experience with Collins & Ganley, P.C., a firm primarily focused on accounting. Collins spends the majority of his professional time practicing as a Certified Public Accountant and dedicates a limited portion to his role as a solicitor. M.P. Collins Wealth Advisor Alliance operates as a solicitor referring prospective clients to third-party registered investment advisers rather than providing direct investment management. The firm is affiliated with an accounting practice and does not maintain client accounts, custody assets, or exercise investment discretion.
Based on M.P. Collins Wealth Advisor Alliance, LLC
Account minimum: No minimum mentioned by M. P. Collins; minimums may be imposed by the third-party registered investment advisers to which clients are referred, and clients will be notified of any such minimums before referral.
275 Curry Hollow Road, Suite 230
Pittsburgh, PA 15236
Pennsylvania
M.P. Collins Wealth Advisor Alliance, LLC
2006 - Present (20 years)
Collins & Ganley, P.C.
1986 - Present (40 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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
A. Neff Associates LLC
CFP®, Series 63, Series 65
Canonsburg, PA
Storie Financial Advisory LLC
Series 66
Pittsburgh, PA
ClearPeak Capital Management
CFA®, Series 63
Pittsurgh, PA
Emmanuel Capital Management, LLC
Series 66
Pittsburgh, PA
Solid Oak Advisory
ChFC®, Series 63
Canonsburg, PA
Giffin Planning Services, Inc.
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