MG
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
2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Michael is the Chief Investment Officer for Fragasso Financial Advisors, operating under a DBA name. He dedicates nearly full-time hours to this role.
Employment History
Current Registrations
Private Client Services, LLC Broker
August 2018 - Present · 7 yrs 5 mos
Fragasso Financial Advisors
September 2015 - Present · 10 yrs 4 mos
Previous Registrations
LPL Financial LLC Broker
September 2015 - August 2018 · 2 yrs 11 mos
Triad Advisors, INC.Broker
May 2015 - October 2015 · 5 mos
Ronin Capital, LLCBroker
April 2011 - September 2012 · 1 yr 5 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.