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Robert F

Series 63, Series 65

McMurray, PA

Fragasso Wealth Advisors

Robert Fragasso is a financial advisor with Fragasso Wealth Advisors in McMurray, PA, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. He has worked at Fragasso Financial Advisors since 2012 and previously spent 22 years with LPL Financial. Fragasso is also the author of a book on starting an independent advisory practice. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm offers discretionary asset management and comprehensive financial planning through a diversified global asset-allocation model, with services that include retirement plan consulting and portfolio rebalancing.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Daniel T

Series 63, Series 65

McMurray, PA

Fragasso Wealth Advisors

Daniel Tatomir is a financial advisor at Fragasso Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fragasso Financial Advisors since 2015, as well as LPL Financial from 2015 to 2018. Fragasso Wealth Advisors manages approximately $3 billion in client assets, serving individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation model and offers discretionary asset management, financial planning, retirement plan consulting, and related advisory services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Michael F

Series 63, Series 65

McMurray, PA

Fragasso Wealth Advisors

Michael Fertig is a financial advisor at Fragasso Wealth Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC from 1996 to 2018. Fertig has been with Fragasso Financial Advisors since 2012 and currently provides private client services. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm employs a diversified global asset-allocation model and offers discretionary asset management, comprehensive financial planning, retirement plan consulting, and related advisory services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Andrew S

Series 63, Series 65

McMurray, PA

Fragasso Wealth Advisors

Andrew Silver is a financial advisor with Fragasso Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has held roles at Fragasso Financial Advisors since 2017 and previously worked at PNC Investments and LPL Financial. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets. The firm uses a diversified global asset-allocation model with discretionary and non-discretionary advisory services, combining in-house portfolio management and third-party oversight to address a broad range of client needs.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Brian R

CFP®, Series 63, Series 65

McMurray, PA

Fragasso Wealth Advisors

Brian Robinette is a financial advisor with Fragasso Wealth Advisors in McMurray, PA. He holds the CFP® designation and has 26 years of industry experience, including prior roles at LPL Financial and Private Client Services. Fragasso Wealth Advisors serves individuals, trusts, corporations, and institutional clients, managing approximately $3 billion in assets through discretionary asset management and comprehensive financial planning. The firm employs a diversified global asset-allocation model managed by an in-house team and offers both discretionary and non-discretionary advisory services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Richard A

Series 66

McMurray, PA

Fragasso Wealth Advisors

Richard Alfera II is a financial advisor with Fragasso Wealth Advisors in McMurray, PA, holding a Series 66 designation and 25 years of industry experience. He has worked at Fragasso since 2007 and previously at Linsco Private Ledger Corp (now LPL Financial) from 2001 to 2018. Outside of his advisory role, he serves as president and managing partner of a CPA firm and is involved in community activities, including coaching soccer and serving on a local board. Fragasso Wealth Advisors manages approximately $3 billion in client assets, serving individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation model overseen by an in-house portfolio management team and offers a range of advisory services including discretionary asset management and retirement plan consulting.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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James D

Series 63, Series 65

McMurray, PA

Fragasso Wealth Advisors

James Danko is a financial advisor at Fragasso Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 18 years. Outside of his advisory work, he serves as a wrestling official at various high schools in Western Pennsylvania. Fragasso Wealth Advisors manages approximately $3 billion in assets for individuals, trusts, corporations, and institutional clients. The firm employs a diversified global asset-allocation strategy, offering discretionary and non-discretionary management alongside comprehensive financial planning and retirement consulting services.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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