Rachel Weaver

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

• 06/2013 → Present
  Fragasso Financial Advisors
  Sewickley, PA
• 07/2015 → 08/2018
  Lpl Financial Llc
  Pittsburgh, PA
• 08/2018 → Present
  Private Client Services
  Sewickley, PA

Previous Registrations

• 2016-08-24 → 2018-08-03
  Lpl Financial Llc
  Pittsburgh, PA

Other Businesses

1) FRAGASSO FINANCIAL ADVISORS. 2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA 15143. DBA NAME. FINANCIAL PLANNING ANALYST. 160 HOURS/MO; 130 DURING TRADING HOURS. 2) FRAGASSO FINANCIAL ADVISORS. 2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA 15143.. REGISTERED INVESTMENT ADVISOR. FINANCIAL PLANNING ANALYST. 120 HOURS/MO; 100 DURING TRADING HOURS. 3) NON VARIABLE INSURANCE. FINANCIAL PLANNING ANALYST. 5 HOURS/MO; 2 DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-23

Other Names

• Rachel Ann Teodori