Robert
Fragasso

Fragasso Financial Advisors

CRD#212445
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Robert Fragasso is a certified financial planner in Pittsburgh, Pennsylvania. Currently a registered advisor at Fragasso Financial Advisors, Fragasso has an impressive 22 years of work experience in the financial advisory industry. Fragasso has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Fragasso can serve clients in Pennsylvania and Texas. The advisor has gained experience at Lpl Financial LLC, Fragasso Financial Advisors and Private Client Services. Fragasso Financial Advisors is headquartered in Pittsburgh, Pennsylvania, and has three other offices across the United States. As a company, Fragasso Financial Advisors oversees $1 billion in assets throughout 3,048 client accounts and retains 35 staff members. The level of assets currently under the firm's management makes it one of the larger firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 11% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Fragasso Financial Advisors offers financial planning services, portfolio management for individuals and small businesses and pension consulting services. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

22 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

Yes

Office Location

610 Smithfield Street Suite 400
Pittsburgh, PA 15222

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Fragasso Financial Advisors Brokerage Details

Total Assets Under Management

$1,112,928,915

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

37

PA Average: 41
Total Number of Accounts

3,682

PA Average: 3,342
Average Account Size

$302,262

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

Robert Fragasso Work History

Robert has 22 years of experience.

2018 - Present (1 years)

Private Client Services

2012 - Present (7 years)

Fragasso Financial Advisors

1996 - 2018 (22 years)

Lpl Financial LLC

Disclosures

Robert Fragasso has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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