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Current Employers
Fragasso Financial Advisors

2200 Georgetown Drive Suite 302, Sewickley, PA 15143 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-07-21
  • PA RA
    APPROVED
    Since 2021-07-21

Branch Locations

2200 Georgetown Drive Suite 302, Sewickley, PA 15143 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cim Investment Management Pittsburgh PA 09/2015 08/2019
Rootstock Advisors Sewickley PA 08/2019 03/2020
Greycourt Pittysburgh PA 07/2020 02/2021
Bank Of Nwe York Mellon/Mellon Group Pittsburgh PA 02/2021 06/2021
Fragasso Financial Advisors Pittsburgh PA 06/2021 Present
Unemployed Pittsburgh PA 04/2020 06/2020
  • 09/2015 → 08/2019
    Cim Investment Management
    Pittsburgh, PA
  • 08/2019 → 03/2020
    Rootstock Advisors
    Sewickley, PA
  • 07/2020 → 02/2021
    Greycourt
    Pittysburgh, PA
  • 02/2021 → 06/2021
    Bank Of Nwe York Mellon/Mellon Group
    Pittsburgh, PA
  • 06/2021 → Present
    Pittsburgh, PA
  • 04/2020 → 06/2020
    Unemployed
    Pittsburgh, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-13
  • S65 Uniform Investment Adviser Law Examination
    2017-10-13
Other Names
  • Sergey Zayats

View on SEC IAPD

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