Liliann
Moser
Fragasso Financial Advisors
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Fragasso Financial Advisors Brokerage Details
$1,949,636,264
29
4,689
$415,789
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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.
Private Client Services
Fragasso Financial Advisors
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
Pittsburgh, PA
Pittsburgh, PA
Bethel Park, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
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.
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