Bernard Elwood Carter

Employer firm

Fragasso Financial Advisors CRD 123255

$2.83B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 02/2025
  Lpl Financial, Llc
  Pittsburgh, PA
• 12/2012 → 02/2025
  Hapanowicz & Assoc.FInancial Services, Inc.(H&A Wealth Advisors)
  Pittsburgh, PA
• 05/2025 → Present
  Fragasso Financial Advisors, Inc.
  Pittsburgh, PA

Previous Registrations

• 2014-10-09 → 2025-01-29
  Hapanowicz Financial
  Pittsburgh, PA
• 2013-07-23 → 2015-10-30
  Lpl Financial Llc
  Pittsburgh, PA

Exams

• S66 Uniform Combined State Law Examination
  2013-07-22
• S63 Uniform Securities Agent State Law Examination
  1992-09-21

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Beernard Elwood Carter