Fragasso Financial Advisors

Fragasso Financial Advisors (CRD# 123255) is a financial advisory firm headquartered in Sewickley, PA. They manage $2,143,563,108 in 5,278 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,144
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Fragasso Financial Advisors
Showing 11 - 20 of 23 top financial advisors.
11
Karen L. Lapina
CRD#: 1919347
2200 Georgetown Drive, # 302, Pittsburgh, PA 15222

Karen Lapina (CRD# 1919347) is an Investment Advisor Representative working at Fragasso Financial Advisors in Pittsburgh, PA and has over 23 years of experience in the finance industry.

12
Paul Mehno
CRD#: 2876559
2200 Georgetown Drive, Suite 302, Sewickley, PA 15143

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.

13
Liliann Moser
CRD#: 3083476
2200 Georgetown Drive, Suite 302, Sewickley, PA 15143

Liliann Moser (CRD# 3083476) is an Investment Advisor Representative working at Fragasso Financial Advisors in Sewickley, PA and has over 15 years of experience in the finance industry.

14
Bryan M. Reft
CRD#: 6446591
2200 Georgetown Drive, Suite 302, Sewickley, PA 15143

Bryan Reft (CRD# 6446591) is an Investment Advisor Representative working at Fragasso Financial Advisors in Sewickley, PA and has over 8 years of experience in the finance industry.

15
Brian A. Robinette
CRD#: 4192721
3402 Washington Road, #301, Mcmurray, PA 15317

Brian Robinette (CRD# 4192721) is an Investment Advisor Representative working at Fragasso Financial Advisors in Mcmurray, PA and has over 23 years of experience in the finance industry. Brian Robinette 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.

16
Brandon X. Schwan
CRD#: 6097464
2200 Georgetown Drive, Suite 302, Sewickley, PA 15143

Brandon Schwan (CRD# 6097464) is an Investment Advisor Representative working at Fragasso Financial Advisors in Sewickley, PA and has over 10 years of experience in the finance industry.

17
Andrew D. Silver
CRD#: 6185086
3402 Washington Road, Suite 301, Mcmurray, PA 15317

Andrew Silver (CRD# 6185086) is an Investment Advisor Representative working at Fragasso Financial Advisors in Mcmurray, PA and has over 10 years of experience in the finance industry.

18
Daniel S. Tatomir
CRD#: 4482414
3402 Washington Road, Suite 301, Mcmurray, PA 15317

Daniel Tatomir (CRD# 4482414) is an Investment Advisor Representative working at Fragasso Financial Advisors in Mcmurray, PA and has over 16 years of experience in the finance industry.

19
Rachel Weaver
CRD#: 6211872
2200 Georgetown Drive, Suite 302, Sewickley, PA 15143

Rachel Weaver (CRD# 6211872) is an Investment Advisor Representative working at Fragasso Financial Advisors in Sewickley, PA and has over 7 years of experience in the finance industry.

20
William E. Wolfe
CRD#: 5158466
2200 Georgetown Drive, Suite 302, Sewickley, PA 15143

William Wolfe (CRD# 5158466) is an Investment Advisor Representative working at Fragasso Financial Advisors in Sewickley, PA and has over 14 years of experience in the finance industry.

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