Aptus Wealth Planning. Aptus Wealth Planning is a financial services firm with offices in Pittsburgh …

24 Feb 2020 As the Managing Director of XY Investment Solutions (XYIS), Lisa for financial advisors, and for Fragasso Financial Advisors in Pittsburgh, PA.

Pittsburgh, PA – Fragasso Financial Advisors is committed to guiding their clients toward their financial stability and financial goals. To achieve this, the primarily fee Fragasso Financial Advisors is a company that has its headquarters in Pittsburgh, Pennsylvania. The firm has offices in five locations and a total of 33 financial advisors. It manages $2 billion in assets under management between its 4,015 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management.

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Fragasso Financial Advisors is a Securities Exchange Commission registered investment advisor located in Pittsburgh, Pennsylvania. Fragasso Financial Advisors and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Fragasso Financial Advisors maintains clients. 2020-10-30 Aptus Wealth Planning. Aptus Wealth Planning is a financial services firm with offices in Pittsburgh … 2019-08-29 2020-10-05 2020-05-04 Robert Fragasso is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association.

Pittsburgh, PA – Fragasso Financial Advisors is committed to guiding their clients toward their financial stability and financial goals. To achieve this, the primarily fee-based investment firm is comprised of experienced, forward-thinking and practical minds who take the time to understand the specific circumstances of each client, their responsibilities and risk tolerance before delivering

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13 Jul 2018 Bob Fragasso's Fragasso Financial Advisors has spent 22 years with the No. 1 IBD, expanding its staff to 50 employees this year from only 11 

Fragasso Financial Advisors is a fee-based financial planning and investment management firm in downtown Pittsburgh. Its main areas of focus are wealth management, retirement plan advisory services, portfolio management, and nonprofit advisory services. The firm has over four decades of experience in the financial services industry. Fragasso Financial Advisors is a primarily fee-based Pittsburgh financial planner. The company has been in operation for more than 40 years and continues to be one of the best financial advisors in Pittsburgh, providing holistic financial planning advice and investment management. As one of Fragasso’s financial advisors and planning analysts, Bryan is driven to help clients work towards their financial goals through proper planning. Prior to joining Fragasso in 2016, Bryan worked … BBB accredited since 6/12/2018.

Fragasso Financial Advisors is a tight knit collaborative firm that works hard towards common goals of promoting individual and firm growth. While growth of the firm is important and continues, it is in a way that is manageable from an employee perspective, but … Fragasso Financial Advisors employs approximately fifty professionals with 4 offices which are located in downtown Pittsburgh, Wexford, Bethel Park and at the Shoppes at Cool Springs. Contact Fragasso Financial Advisors or view Fragasso Financial Advisors's ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history , and ask one of our 27 advisors a question. Current Firm: Fragasso Financial Advisors Robert Yelenovsky (CRD# 5788999) is an Investment Advisor Representative working at Fragasso Financial Advisors in Pittsburgh, PA and has over 10 years of experience in the finance industry. Fragasso Financial Advisors Employees 43 | Firm Type Hybrid | Chairman and CEO Robert Fragasso | Location Pittsburgh, Pennsylvania | Primary Custodian TD Ameritrade Institutional | *4-time winner! Collaboration and mutual support are guiding principles at Fragasso Financial Advisors, driving the satisfaction of employees that makes possible the firm’s success, says Robert Fragasso, its 2019-04-12 Fragasso Financial Advisors.
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Fragasso Financial Advisors and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Fragasso Financial Advisors maintains clients. 2020-10-30 Aptus Wealth Planning.
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Paul Mehno is an advisor based in Pittsburgh, Pennsylvania. Currently an investment advisor with Fragasso Financial Advisors, they have accumulated an impressive 21 years of work experience. Mehno maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and a

Prior to joining Fragasso in 2016, Bryan worked … Fragasso Financial Advisors has been repeatedly recognized as a top workplace because of our collegiate work environment. We are committed to serving our clients, colleagues and the communities in which we live and work. It’s a client-centric culture where every recommendation and decision are made with the clients’ best interest in mind. Fragasso Financial Advisors is a fee-based financial planning and investment management firm in downtown Pittsburgh. Its main areas of focus are wealth management, retirement plan advisory services, portfolio management, and nonprofit advisory services. The firm has over four decades of experience in the financial services industry.