Brandon Schwan, financial advisor Pittsburgh PA
90 score

Brandon Schwan

CRD Number: 6097464
Current Firm: Fragasso Financial Advisors

Brandon Schwan (CRD# 6097464) is an Investment Advisor Representative working at Fragasso Financial Advisors in Pittsburgh, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fragasso Financial Advisors Pittsburgh, PA Dec 2013 - Current 3
Lpl Financial LLC Pittsburgh, PA Dec 2012 - Current 4
After Hours Installations Harrisburg, PA Feb 2011 - Current 5
Fragasso Financial Advisors Pittsburgh, PA Nov 2012 - Nov 2012 < 1
Alcyon Wealth Partners Austintown, OH Jun 2012 - Sep 2012 < 1
Walgreens Philadelphia, PA Jun 2011 - May 2012 < 1
Environmental Interiors Harrisburg, PA Jan 2011 - May 2011 < 1
Purdue University West Lafayette, IN Aug 2008 - Dec 2010 2
Harrisburg Area Community College Harrisburg, PA Aug 2006 - May 2008 1
Central Dauphin High School Harrisburg, PA Aug 2004 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Brandon X. Schwan
Phone Number: 412-227-3200
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    831
    MILLIONS
  • Total Number of Accounts
    2,700
    ACCOUNTS
  • Average Account Value
    $307,597
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CT, FL, GA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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