MF

Michael Edmund Fertig

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

3402 Washington Road, Ste. 301, McMurray, PA, 15317

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is a Senior Vice President/Branch Manager/Financial Advisor at Fragasso Financial Advisors, dedicating nearly full-time hours to this role. He also works as an independent insurance agent, spending a few hours per week on this activity.

Employment History
Current Registrations
Private Client Services, LLC Broker
August 2018 - Present · 7 yrs 5 mos
Fragasso Financial Advisors
August 1997 - Present · 28 yrs 5 mos
Previous Registrations
LPL Financial LLC Broker
February 1996 - August 2018 · 22 yrs 6 mos
Smith Barney INC. Broker
September 1995 - February 1996 · 5 mos
State Registrations9 states
CAFLGAMDNCNYOHPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.