Liliann
Moser
Fragasso Financial Advisors
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About this Advisor
Liliann Moser is a financial advisor who works in Pittsburgh, Pennsylvania who has 15 years of industry experience. Moser is on the advisory team at Fragasso Financial Advisors. During their career, Moser has held roles at Lpl Financial LLC (F.K.A) Linsco/Private Ledger Corp, Fragasso Financial Advisors and Private Client Services. Moser maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania and Texas. Fragasso Financial Advisors is a financial advisory business based out of Pittsburgh, PA. The firm has offices in five locations and a total of 36 advisors. It controls $2 billion in assets across its 5,076 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 30 charitable organizations. Of its 5,076 customer accounts, 20% are held by high-net-worth investors who have more than $1 million in investable assets. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees vary depending on the financial services offered. Fee types charged by Fragasso Financial Advisors most likely are comprised of any blend of 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
Liliann Moser Work History
Liliann has been registered as a financial advisor for 15 years.*
Private Client Services
Fragasso Financial Advisors
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 Liliann Moser 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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