Best Investors Account Sign in

Ted William Drost

Fragasso Financial Advisors

Wexford, PA

CRD 3145557

Claim This Profile
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:

Current Employers
Fragasso Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-07-05
PA RA APPROVED 2015-09-22
  • TX RA
    APPROVED
    Since 2018-07-05
  • PA RA
    APPROVED
    Since 2015-09-22

Branch Locations

11269 Perry Highway Suite 430, Wexford, PA 15090 • 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
Fragasso Financial Advisors Mcmurray PA 09/2015 Present
Private Client Services Mcmurray PA 08/2018 Present
Lpl Financial Llc Pittsburgh PA 09/2015 08/2018
Previous Registrations
  • 2018-06-28 → 2018-08-03
    Pittsburgh, PA
    Wexford, PA
  • 2008-09-05 → 2015-11-19
    Select Financial Group, Llc
    Carnegie, PA
  • 2008-09-24 → 2008-11-03
    Carnegie, PA
Other Businesses

1) FRAGASSO FINANCIAL. 2200 Georgetown Drive, Suite 302, Sewickley, PA 15143 . DBA NAME. FINANCIAL ADVISOR. 160 HOURS/MO;130 DURING RADING HOURS 2) FRAGASSO FINANCIAL ADVISORS. 2200 Georgetown Drive, Suite 302, Sewickley, PA 15143. REGISTERED INVESTMETN ADVISOR. FINANCIAL ADVISOR. 120 HOURS/MO; 100 DURING TRADING HOURS. 3) INDEPENDENT INSURANCE AGENT. 3402 Washington Road, Suite 301, McMurray, PA 15317. 5 HOURS/MO; 2 DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-12
S63 Uniform Securities Agent State Law Examination 2007-06-13
  • S65 Uniform Investment Adviser Law Examination
    2008-08-12
  • S63 Uniform Securities Agent State Law Examination
    2007-06-13
Designations
  • Certified Financial Planner
Other Names
  • Ted W Drost

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Wexford, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor