Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
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Advisor Information
Office location
2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the President and Executive Director of Portfolio Management at Fragasso Financial Advisors, dedicating nearly full-time hours to this role. He is also an independent insurance agent, holds positions in several non-profits, manages a rental property, and has minimal involvement in his wife's Airbnb and catering businesses.