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Fragasso Financial Advisors CRD 123255
$2.83B regulatory AUM 24 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2200 Georgetown Drive Suite 302, Sewickley, PA 15143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-05 |
| PA | RA | APPROVED | 2015-09-22 |
Branch Locations
11269 Perry Highway Suite 430, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-13 |
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