James
Danko

Fragasso Financial Advisors

CRD#2899544
Investment Advisor
in Pittsburgh, PA

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About this Advisor

James Danko is a financial advisor operating out of Pittsburgh, Pennsylvania who has 17 years of industry experience. Danko works at Fragasso Financial Advisors. During their career, the advisor has held roles at The Fragasso Group, Inc, Lpl Financial LLC (F.K.A) Linsco/Private Ledger Corp, Fragasso Financial Advisors and Private Client Services. Danko maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Fragasso Financial Advisors is an advisory company operating out of Pittsburgh, PA. It has offices in five locations and a total of 36 people on staff. It handles $2 billion in assets across its 5,076 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 30 charities and foundations. Of its 5,076 client accounts, 20% belong to high-net-worth investors who have more than $1 million in investable assets. Fragasso Financial Advisors performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely vary depending on which service is offered. Fee types charged by Fragasso Financial Advisors likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 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 St. 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

James Danko Work History

James has been registered as a financial advisor for 17 years.*

2018 - Present (6 years)

Private Client Services

2012 - Present (12 years)

Fragasso Financial Advisors

2000 - Present (24 years)

The Fragasso Group, Inc

2000 - 2018 (18 years)

Lpl Financial LLC (F.K.A) Linsco/Private Ledger Corp

*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 James Danko 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

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