Ted Drost, financial advisor Wexford PA

Ted Drost

CRD Number: 3145557
Current Firm: Fragasso Financial Advisors

Ted Drost (CRD# 3145557) is an Investment Advisor Representative working at Fragasso Financial Advisors in Wexford, PA and has over 16 years of experience in the finance industry. Ted Drost has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Private Client Services Mcmurray, PA Aug 2018 - Current 5
Fragasso Financial Advisors Mcmurray, PA Sep 2015 - Current 8
Lpl Financial LLC Pittsburgh, PA Sep 2015 - Aug 2018 2
Royal Alliance Associates Carnegie, PA May 2008 - Sep 2015 7
Select Financial Group, LLC Carnegie, PA May 2008 - Sep 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Ted W. Drost
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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