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Cary Lee Beach

THE FRAGASSO GROUP INC.·PITTSBURGH, Pennsylvania
Unclaimed Profile
610 SMITHFIELD STREET, PITTSBURGH, PA 15222CRD# 4445764Firm CRD# 123255
01

About

Cary Lee Beach is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with THE FRAGASSO GROUP INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FRAGASSO FINANCIAL ADVISORS INC.
FRAGASSO FINANCIAL ADVISORS
AUM
$2.1B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at FRAGASSO FINANCIAL ADVISORS INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4445764
Firm CRD# 123255
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cary Lee Beach offer?
Cary Lee Beach specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Cary Lee Beach's credentials?
Cary Lee Beach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cary Lee Beach located?
Cary Lee Beach is based in PITTSBURGH, Pennsylvania, working with THE FRAGASSO GROUP INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Cary Lee Beach charge for services?
Cary Lee Beach's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE FRAGASSO GROUP INC.?
THE FRAGASSO GROUP INC. has approximately 33 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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