Brandon
Schwan

Fragasso Financial Advisors

CRD#6097464
Investment Advisor
in Sewickley, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brandon Schwan is a financial advisor based in Sewickley, Pennsylvania, working with Fragasso Financial Advisors. Brandon has previously held positions at After Hours Installations, Lpl Financial, LLC, Fragasso Financial Advisors, and Private Client Services. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Brandon is part of Fragasso Financial Advisors, which operates out of Sewickley, Pennsylvania. The firm has 3 offices and 33 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Fragasso Financial Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2200 Georgetown Drive Suite 302
Sewickley, PA 15143

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fragasso Financial Advisors Brokerage Details

Total Assets Under Management

$2,143,563,108

PA Average: $15,833,994,310
Total Number of Employees

33

PA Average: 41
Total Number of Accounts

5,278

PA Average: 3,342
Average Account Size

$406,132

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Brandon Schwan Work History

2018 - Present (6 years)

Private Client Services

2013 - Present (11 years)

Fragasso Financial Advisors

2012 - 2018 (6 years)

Lpl Financial, LLC

2011 - 2017 (6 years)

After Hours Installations

Disclosures

Please visit the SEC profile of Brandon Schwan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fragasso Financial Advisors

Serhiy Zayats
Sewickley, PA
Andrew Silver
Canonsburg, PA
Nicholas Redshaw
Sewickley, PA
Rachel Weaver
Sewickley, PA
Michael Godwin
Sewickley, PA
Robert Yelenovsky
Sewickley, PA
Brandon Schwan
Sewickley, PA
Leigh Fleming
Sewickley, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started