Brandon
Schwan
Fragasso Financial Advisors
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Fragasso Financial Advisors Brokerage Details
$1,787,815,842
36
5,076
$352,210
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.*
Private Client Services
Fragasso Financial Advisors
Lpl Financial, LLC
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
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Bethel Park, PA
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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