Career
Brian Allen has been Chief Investment Officer of CSM Advisors since July 2023. Brian Allen is a control person of the firm and directly owns under 5% of it. Brian Allen holds a B.B.A. from James Madison University (1988) and an M.B.A. from Wharton School, University of Pennsylvania (1993).
CSM Advisors, LLC is a Warrendale, PA firm with $11.7B under management, 554 clients and 19 advisers across 3 offices, as of its May 2026 filing.
Brian Allen joined CS McKee in 1999 after portfolio-manager roles at Patterson Capital Corporation and C&S/Sovran Trust Company. The firm says he was appointed chief investment officer in 2023.
- C.s. Mckee, L.p.– · 21 yearsPittsburgh, PA · Adviser representative · Firm CRD 119167
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 15 September 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 April 1994 |
| Series 2 | Non-Member General Securities Examination | 29 March 1994 |
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Non-Member General Securities Examination
Individual record
- Full name
- Brian Scott Allen
- CRD
- 2476886
- Firm bio
- csmckee.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Brian Allen work?
Brian Allen has been Chief Investment Officer of CSM Advisors, LLC since July 2023, and is a control person of the firm.
Does Brian Allen have a current investment-adviser registration?
Brian Allen has no current investment-adviser or broker registration.
What exams has Brian Allen passed?
Brian Allen has passed 3 licensing exams: the Series 2, Series 65 and Series 3. The earliest, the Series 2, was passed in March 1994.
Where was Brian Allen previously registered as an investment adviser?
Brian Allen has past investment-adviser registrations through C.s. Mckee, L.p., April 1999 to October 2020, across 1 firm.