Paul Mehno (CRD# 2876559) is an Investment Advisor Representative working at Fragasso Financial Advisors in Sewickley, PA and has over 26 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Sewickley, PA | Nov 2018 - Current | 5 |
| Fragasso Financial Advisors, Inc. | Sewickley, PA | Nov 2018 - Current | 5 |
| Axa Advisors, LLC | New York, NY | Sep 1999 - Nov 2018 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management2,144MILLIONS
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Total Number of Accounts5,278ACCOUNTS
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Average Account Value$406,132
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CT, DC, FL, GA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA, WV
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