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FRAGASSO FINANCIAL ADVISORS

SEWICKLEY, PA · CRD 123255 · IAPD ↗ · 412-227-3200

$2.83BRegulatory AUM
28Advisory reps
35Employees
24Clients
More than 500Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
December 2025 — FRAGASSO FINANCIAL ADVISORS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — FRAGASSO FINANCIAL ADVISORS notice-filed in CO, DE, IL, KS, LA, NE, NH, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2024 — FRAGASSO FINANCIAL ADVISORS moved its main office from PITTSBURGH, PA to SEWICKLEY, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.