Demetrius Alexander Kokales
Investment adviser representative at Schneider Downs Wealth Management Advisors, LP
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Schneider Downs Wealth Management Advisors, LPJun 2024 to now
- Schneider Downs Wealth Management Advisors, LPNov 2021 to May 2024
- Fort Pitt Capital Group LLCNov 2019 to Nov 2021
- PNC InvestmentsDec 2016 to Nov 2019
- Greek Orthodox Social Hall & Riverside LandingsMay 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Schneider Downs Wealth Management Advisors, LP
$3.3BAssets managed
786Clients
22Advisers
22 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
- 6496848
- Firm CRD
- 128591