Michael
Godwin

Fragasso Financial Advisors

CRD#5880428
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Michael Godwin is a financial advisor based out of Pittsburgh, Pennsylvania, with 8 years of industry experience. Godwin is on the advisory team at Fragasso Financial Advisors. Over the course of their career, they have held roles at Alliancebernstein, Triad Advisors, Inc, Lpl Financial LLC, Fragasso Financial Advisors and Private Client Services. Godwin has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Fragasso Financial Advisors is a registered investment business that has its headquarters in Pittsburgh, PA. It has offices in five locations and a total of 36 financial advisors. It oversees $2 billion in assets between its 5,076 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 30 charities and foundations. Of its 5,076 client accounts, 20% are held by high-net-worth clients who have at least $1 million in assets available to invest. Fragasso Financial Advisors offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually depend on which services are offered. Fees charged by Fragasso Financial Advisors can consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 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 Street 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

Michael Godwin Work History

Michael has been registered as a financial advisor for 8 years.*

2018 - Present (6 years)

Private Client Services

2016 - Present (8 years)

Fragasso Financial Advisors

2015 - 2015 (< 1 year)

Triad Advisors, Inc

2015 - 2018 (3 years)

Lpl Financial LLC

2013 - 2015 (2 years)

Alliancebernstein

*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 Michael Godwin 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
Damien Gottschalk
Pittsburgh, PA
Brandon Schwan
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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