Michael Fertig, financial advisor Pittsburgh PA

Michael Fertig

CRD Number: 2511778
Current Firm: Fragasso Financial Advisors

Michael Fertig (CRD# 2511778) is an Investment Advisor Representative working at Fragasso Financial Advisors in Pittsburgh, PA and has over 28 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Private Client Services Pittsburgh, PA Aug 2018 - Current 5
Fragasso Financial Advisors Sewickley, PA Sep 2012 - Current 11
Lpl Financial Llc (f/k/a Linsco/private Ledger Corp.) Pittsburgh, PA Feb 1996 - Aug 2018 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S65 NASAA Investment Advisors Law Examination Apr 1996
Contact Info for Michael E. Fertig
Phone Number: 412-227-3200
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    2,144
    MILLIONS
  • Total Number of Accounts
    5,278
    ACCOUNTS
  • Average Account Value
    $406,132
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, DC, FL, GA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA, WV

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