Robert Fragasso
Chairman and Chief Executive Officer at Fragasso Financial Advisors- Claim this Profile
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Bio
Credentials
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CFP Board Emeritus®
Certified Financial Planner Board of Standards Inc.
Experience
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Fragasso Financial Advisors
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United States
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Financial Services
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1 - 100 Employee
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Chairman and Chief Executive Officer
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Jan 1972 - Present
I started as a sole practitioner in 1972, forming the Fragasso Group in 1979. The organization moved to an independent broker/dealer and became a registered investment advisor in 1996. Since then, our firm has grown to employ nearly 50 professionals and has over $1.8 billion under management and advisement. I have been recognized consistently by Barron’s as a top independent advisor dating back to 2007 and by Forbes as a top wealth advisor. Fragasso Financial Advisors is an employee-owned firm through an employee stock ownership plan (ESOP). Our uniquely structured firm is comprised of a collaborative management team consisting of the executive managers and department managers who are responsible for the strategic and operational management of the firm. Because of this, we have a vested interest in the firm’s success. We are committed to serving our clients, our advisors, one another as colleagues and the community. Investment advice offered through Fragasso Financial Advisors, a registered investment advisor. Securities offered through Private Client Services (PCS), member FINRA/SIPC.INRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section. For a list of states in which we are registered to do business, please visit www.fragassoadvisors.com Show less
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LPL Financial
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United States
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Financial Services
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700 & Above Employee
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Advisor
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1996 - 2013
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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SVP
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1979 - 1996
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Education
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Duquesne University
B.S., Education/Business