Ted
Drost

Fragasso Financial Advisors

CRD#3145557
Investment Advisor
in Wexford, PA

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About this Advisor

Ted Drost is a certified financial planner operating in Wexford, Pennsylvania with a total of 8 years of relevant experience. Drost is an employee of Fragasso Financial Advisors. Over the course of their career, Drost has held roles at Royal Alliance Associates, Select Financial Group, LLC, Private Client Services, Fragasso Financial Advisors and Lpl Financial LLC. Drost holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania and Texas. 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 employees. It manages $2 billion in assets under management across its 5,076 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 30 charities and foundations. Of its 5,076 accounts, 20% are held by high-net-worth individuals who have more than $1 million in 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 fees vary depending on which services are offered. However, fees billed by Fragasso Financial Advisors most likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

11269 Perry Highway Suite 430
Wexford, PA 15090

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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

Ted Drost Work History

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

2018 - Present (6 years)

Private Client Services

2015 - Present (9 years)

Fragasso Financial Advisors

2015 - 2018 (3 years)

Lpl Financial LLC

2008 - 2015 (7 years)

Royal Alliance Associates

2008 - 2015 (7 years)

Select Financial Group, LLC

*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 Ted Drost 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

Nicholas Redshaw
Pittsburgh, PA
Michael Godwin
Pittsburgh, PA
Rachel Weaver
Pittsburgh, PA
Leigh Fleming
Pittsburgh, PA
Brandon Schwan
Pittsburgh, PA
Damien Gottschalk
Pittsburgh, PA
Andrew Silver
Bethel Park, PA
Mallory Labik
Pittsburgh, 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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