Investment adviser representative · Schneider Downs Wealth Management Advisors, LP
Gregg W. Daily
CRD 4209577 · Pittsburgh, PA
At a glance
Gregg W. Daily is an investment adviser representative with Schneider Downs Wealth Management Advisors, LP in Pittsburgh, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gregg’s SEC record dates to 2005, about 21 years ago.
Current advisory firm
- Schneider Downs Wealth Management Advisors, LPSince December 2021Pittsburgh, PA · $3.3B in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Gregg’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Schneider Downs Wealth Management Advisors, LP
- Michael J. BucciPittsburgh
- Derek J. EichelbergerPittsburgh · Certified Financial Planner, Chartered Financial Analyst
- Alissa M. GarciaPittsburgh · Certified Financial Planner
- Miles B. GibsonPittsburgh · Certified Financial Planner
- Patrick KovachPittsburgh
- James R. MoyerPittsburgh · Certified Financial Planner
- Megan E. MullerPittsburgh · Certified Financial Planner
- Daniel B. NapierkowskiPittsburgh · Certified Financial Planner
Every advisor at Schneider Downs Wealth Management Advisors, LP →Schneider Downs Wealth Management Advisors, LP: assets, clients and custodians →Financial advisors in Pittsburgh, PA →Every Schneider Downs Wealth Management Advisors, LP advisor in Pittsburgh →Advisor Moves: who changed firms this week →