Ronald Michael Shostek
Investment adviser representative at Ameriserv Wealth Advisors Inc
18 yearsExperience
1 stateRegistered in
CFADesignation
$1.1BFirm assets
Are you Ronald Michael Shostek? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Ameriserv Wealth Advisors IncNov 2022 to now
- West Chester Capital Advisors, Inc.Nov 2022 to Sep 2024
- Loyalhanna Capital Management,LLCFeb 2008 to Dec 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ameriserv Wealth Advisors Inc
$1.1BAssets managed
55Clients
4Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2596097
- Firm CRD
- 105846