AdFi
JC

Joseph Charles Clark

Investment Adviser Representative at Allegheny Financial Group

Pittsburgh, PACRD #6809245Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joseph Charles Clark is an investment adviser representative with Allegheny Financial Group in Pittsburgh, PA, where they have been registered since 2024, the year they entered the securities industry. They are registered to provide investment advice in Pennsylvania.

Office

Stone Quarry Crossing, 811 Camp Horne Road, Suite 100
Pittsburgh, PA 15237

Advisors at this office: 30

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Allegheny Financial GroupCurrent
9/3/2024 – Pittsburgh, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. ITS Asset Management
    Dec 2014 – May 2017Washington, PA
  2. Allegheny Financial Group
    May 2017 – May 2026Pittsburgh, PA
  3. Allegheny Financial Group
    May 2026 – no end date reportedPittsburgh, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Allegheny Financial Group

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Estimated blended rate
0.01
Firm's annual rate schedule by assets
  • First $2,500,0001.00%
  • $2,500,000 to $5,000,0000.65%
  • $5,000,000 to $10,000,0000.50%
  • $10,000,000 to $25,000,0000.45%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
30
Offices listed on AdvisorFinder:
1
Main office:
Pittsburgh, PA
SEC file number:
801-12566

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 24, 2026

View full firm profile

Other advisors at Allegheny Financial Group

Showing 12 of 30 in the directory

View Allegheny Financial Group firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Charles Clark has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Joseph Charles Clark (Allegheny Financial Group)