Mallory
Labik
Fragasso Financial Advisors
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About this Advisor
Mallory Labik is a financial advisor working in Pittsburgh, Pennsylvania with 7 years of industry experience. Labik currently works for Fragasso Financial Advisors. Labik has gained experience at Yanni & Associates Investment Advisors LLC, Bny Mellon, Heinz History Center, Fragasso Financial Advisors, Lpl Financial LLC and Private Client Services. Labik maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Fragasso Financial Advisors is a financial advisory firm operating out of Pittsburgh, PA. It has offices in five locations and a total of 36 employees. It administers $2 billion in assets under management among its 5,076 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 30 charities and foundations. Of its 5,076 accounts, 20% are held by high-net-worth individuals who have greater than $1 million in investable assets. Fragasso Financial Advisors offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules typically are based on which services the firm provides the client. Fee types charged by Fragasso Financial Advisors likely are comprised 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
Mallory Labik Work History
Mallory has been registered as a financial advisor for 7 years.*
Private Client Services
Fragasso Financial Advisors
Lpl Financial LLC
Yanni & Associates Investment Advisors LLC
Heinz History Center
Bny Mellon
*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 Mallory Labik 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
Pittsburgh, PA
Bethel Park, PA
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