Dennis Criteser
Compass Investments · Pittsburgh, Pennsylvania
Dennis Criteser is a fee-only financial advisor at Compass Investments in Pittsburgh, Pennsylvania. Compass Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Compass Investments |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $93.2M across 418 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3263353 |
| Exams passed | Series 63 (1999) · Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.compassinvestmentsllc.com |
How Dennis's firm compares
- Compass Investments's average account is about $223,000, from its Form ADV (assets managed divided by 418 accounts).
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Questions about Dennis
Is Dennis Criteser a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and Compass Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis's firm, Compass Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Dennis Criteser based?
Dennis Criteser is based in Pittsburgh, Pennsylvania.
Is Dennis Criteser registered with the SEC?
Yes. Dennis Criteser is registered as an investment adviser representative in CA (CRD 3263353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compass Investments manage?
Compass Investments reports $93.2M across 418 accounts in assets under management.
How do I contact Dennis Criteser?
Through Dennis's website, www.compassinvestmentsllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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