F.N.B. Investment Advisors Inc (Pittsburgh)

Name: F.N.B. Investment Advisors Inc
Address: One North Shore, Pittsburgh, PA, 15212
Telephone: 855-688-0001

F.N.B. Investment Advisors Inc is a large advisory firm based in Pittsburgh. It manages $3.4 billion of regulatory assets for 199 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida, Maryland, North Carolina, and 4 other states.

F.N.B. Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

F.N.B. Investment Advisors: assets under management

The assets under management (AUM) of F.N.B. Investment Advisors Inc is $3.4 billion. The firm's AUM has grown by 435% since the beginning of its operation, and $723.41 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $3.4 billion in discretionary accounts and $660.99 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.16 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $660.99 thousand.

Investments

The firm invests in investment and business development companies the most. They account for 35% of the total AUM. The second-largest asset type is exchange traded securities, which make up 27% of the firm’s portfolio. Investments in cash and cash equivalents form 16% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay F.N.B. Investment Advisors Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Frank R Kreider serves?

The firm provides services to individuals, insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Frank R Kreider is corporations or other businesses with 48 clients and $419.14 million of assets under management. Among the 10 most similar advisory firms, F.N.B. Investment Advisors has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $1.08 billion for 197 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

F.N.B. Investment Advisors doesn't advise any private funds.

Careers at F.N.B. Investment Advisors Inc

The company employs 40 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 21 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Frank R Kreider has been acting as President since 1 Sep 2005. Brandon David Miller joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Nelson Swansboro	Assistant vice president	1 Jun 2001	Other	4573898
James Francis Cawley	Director	1 Oct 2001	Other	1890795
Guy Jude Landolfi	Director	1 Oct 2001	Other	1608360
Andrew A. Barnette	Director	1 Oct 2001	Other	4513466
Henry M. Ekker	Director	1 Oct 2001	Other	4513468
James E. Knarr	Director	1 Oct 2001	Other	4513471
Michael H. Morris	Director	1 Oct 2001	Other	4513473
Archie O. Wallace	Director	1 Oct 2001	Other	4513476
Arlene M. Nichols	Director	1 Oct 2001	Other	4513479
Jeff William Wagner	Senior vice president, chief investment officer	1 Jan 2002	Other	2665956
First National Trust Company	Sole owner	1 Jan 2002	75% - 100%	20-0433578
Kim Craig	President, director	1 Jan 2002	Other	4374428
Jeffrey William Wagner	Senior vice president, chief market strategist, director	1 Jan 2002	Other	2665956
Paul Allen Belfore	Senior vice president, assistant secretary	1 Jan 2002	Other	2092189
John Craven Ayre	Vice president, assistant secretary	1 Jan 2002	Other	2201842
Mary Kathryn Schrock	Vice president, assistant secretary	1 Jan 2002	Other	4483289
Joseph P. Ponchione	Vice president, assistant secretary	1 Jan 2002	Other	4513456
Steven Russell Jeffrey	Vice president, assistant secretary	1 Jan 2002	Other	2189153
Jeffrey A. Brasse	Vice president, assistant secretary	1 Jan 2002	Other	4513462
James William Koeniger	Director	1 Jan 2002	Other	273147
Stephen Gurgovits	Portfolio manager	1 Jan 2002	Other	4649872
Gregory P. Girdis	Senior vp, chief investment officer	1 Feb 2002	Other	4374449
Terry Allan Bower	Senior vice president	1 Jan 2003	Other	1028044
Harley Parker Evans	Vice president	1 Jan 2003	Other	722995
Paul Allen Belfore	President	1 Jan 2003	Other	2092189
John W Ballantine	Director	1 Jan 2004	Other	4747473
Earl K Wahl	Director	1 Jan 2004	Other	4747480
R Benjamin Wiley	Director	1 Jan 2004	Other	4747482
Colin Charles Appleton	Director	1 Jan 2004	Other	2381192
John P. Grazioli	Portfolio manager	1 Sep 2004	Other	4204637
Samuel Anthony Piccioni	Senior vice president	1 Jan 2005	Other	4471059
Frank R Kreider	Director	1 Sep 2005	Other	5046020
Steve J Gurgovits	Director	1 Sep 2005	Other	5045978
Gary J Roberts	Director	1 Sep 2005	Other	5046016
Brian F Lilly	Director	1 Sep 2005	Other	5046017
Peter J Asimakopoulos	Director	1 Sep 2005	Other	5046023
James Orie	Director	1 Sep 2005	Other	5046030
Michael Jason Basile	Assistant vice president, portfolio manager	1 Oct 2005	Other	2611256
Brandon David Miller	Portfolio services representative	1 Dec 2005	Other	5087229
Raymond Marcus Hrin	Vice president, chief compliance officer	1 Jun 2006	Other	2784349
Mary Kathryn Schrock	Assistant vice president, portfolio manager	1 Jan 2007	Other	4483289
John P. Grazioli	Vice president, portfolio manager	1 Jan 2008	Other	4204637
Michael Jason Basile	Vice president, portfolio manager	1 Jan 2008	Other	2611256
Brandon David Miller	Associate portfolio manager	1 Jan 2008	Other	5087229
Renee Diggan Laychur	Senior vice president, senior portfolio manager	1 Apr 2008	Other	1771015
Stefanie Louise Yeager	Assistant vice president, portfolio manager	1 Apr 2008	Other	3153379
John Craven Ayre	Senior vice president, senior portfolio manager	1 Jun 2008	Other	2201842
Andrea Keiser Canova	Portfolio manager	1 Jul 2008	Other	5567973
Joseph Louis Paese	Managing executive	1 Oct 2008	Other	2637176
Robert Nelson Swansboro	Assistant vice president, portfolio manager	1 Oct 2008	Other	4573898
Joseph Louis Paese	Managing executive, director	1 Feb 2009	Other	2637176
David Roy Myers	Trade processing specialist iii / research associate	1 Feb 2009	Other	5652448
David Bradford Yates	Director	1 Mar 2011	Other	5899742
David Brian Buckiso	Director	1 Mar 2011	Other	5899744
Matthew Robert Stahl	Compliance manager, chief compliance officer	1 Aug 2013	Other	5290080
James Edward Hieber	Chief compliance officer, director of compliance, operations and support services	1 Apr 2014	Other	3063376
Stephen Gerard English	Director	1 May 2015	Other	1985317
Renee Diggan Laychur	Senior vice president, director of portfolio management, director	1 Mar 2017	Other	1771015
Christopher George Cwiklinski	Senior vice president, director of portfolio management, director	1 Mar 2017	Other	2504306
Samuel Anthony Piccioni	Senior vice president, director of relationship management, director	1 Mar 2017	Other	4471059
Daniel Paul Crawford	Managing director, chief investment officer, director	1 Apr 2017	Other	6795382
Brandon David Miller	Chief compliance officer	1 Sep 2018	Other	5087229

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Fnb Corporation	Sole owner	1 Apr 1975	75% - 100%	25-1255406
First National Bank Of Pennsylvania	Sole owner	1 Mar 2004	75% - 100%	25-1255405

Based in Pittsburgh

The principal office where F.N.B. Investment Advisors Inc performs its advisory services is located at One North Shore, Pittsburgh, PA 15212, which is also the mailing address of the firm. An additional office of the firm is in Hermitage, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 855-688-0001 or by fax 412-320-2022. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at fnbwealthmanagement.com.