Liliann
Moser

Fragasso Financial Advisors

CRD#3083476
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Liliann Moser is a financial advisor operating out of Pittsburgh, Pennsylvania, who has been in the industry for 18 years. Moser works at Fragasso Financial Advisors. Over the course of their career, they have held roles at Lpl Financial LLC (F.K.A) Linsco/Private Ledger Corp, Fragasso Financial Advisors and Private Client Services. Moser holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania and Texas. Fragasso Financial Advisors is a financial advisory firm that has its headquarters in Pittsburgh, Pennsylvania. It has offices in five locations and a total of 29 people on staff. It handles $2 billion in assets under management between its 4,689 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 29 charitable organizations. Of its 4,689 customer accounts, 26% belong to high-net-worth individuals who have more than $1 million in assets. Fragasso Financial Advisors performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Fragasso Financial Advisors most likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

18 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

610 Smithfield Street Suite 400
Pittsburgh, PA 15222

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Fragasso Financial Advisors Brokerage Details

Total Assets Under Management

$1,949,636,264

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

29

PA Average: 41
Total Number of Accounts

4,689

PA Average: 3,342
Average Account Size

$415,789

PA Average: $4,737,880

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Investment Advisory Services

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

Liliann Moser Work History

Liliann has 18 years of experience.

2018 - Present (5 years)

Private Client Services

2012 - Present (11 years)

Fragasso Financial Advisors

2004 - 2018 (14 years)

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

Disclosures

Liliann Moser has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fragasso Financial Advisors

Brandon Schwan
Pittsburgh, PA
Damien Gottschalk
Pittsburgh, PA
Andrew Silver
Bethel Park, PA
Mallory Labik
Pittsburgh, PA
Robert Yelenovsky
Pittsburgh, PA
Bryan Reft
Pittsburgh, PA
Serhiy Zayats
Pittsburgh, PA
Ted Drost
Wexford, PA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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