Brandon
Schwan

Fragasso Financial Advisors

CRD#6097464
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Brandon Schwan is a financial advisor who works in Pittsburgh, Pennsylvania, who has 10 years of relevant experience. Schwan currently works for Fragasso Financial Advisors. Their career trajectory has included roles at After Hours Installations, Lpl Financial, LLC, Fragasso Financial Advisors and Private Client Services. Schwan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania and Texas. Fragasso Financial Advisors is a registered investment firm that has its headquarters in Pittsburgh, PA. The firm has offices in five locations and a total of 36 financial advisors. It has $2 billion in assets across its 5,076 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 30 charities and foundations. Of its 5,076 accounts, 20% are associated with high-net-worth clients who have at least $1 million in assets. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice largely are based on the services offered. However, fee types charged by Fragasso Financial Advisors may include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

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

610 Smithfield Street Suite 400
Pittsburgh, PA 15222

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Fragasso Financial Advisors Brokerage Details

Total Assets Under Management

$1,787,815,842

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

36

PA Average: 41
Total Number of Accounts

5,076

PA Average: 3,342
Average Account Size

$352,210

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

Brandon has been registered as a financial advisor for 10 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Nicholas Redshaw
Pittsburgh, PA
Michael Godwin
Pittsburgh, PA
Rachel Weaver
Pittsburgh, PA
Damien Gottschalk
Pittsburgh, PA
Brandon Schwan
Pittsburgh, PA
Leigh Fleming
Pittsburgh, PA
Andrew Silver
Bethel Park, PA
Mallory Labik
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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