Fragasso Financial Advisors
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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
Years of Experience
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Fragasso Financial Advisors Brokerage Details
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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.
Private Client Services
Fragasso Financial Advisors
Lpl Financial LLC
Robert Fragasso has disclosures.
Please visit their SEC profile for more details.