Unclaimed Profile

Cary Lee Beach

THE FRAGASSO GROUP INC.·PITTSBURGH, Pennsylvania

SIE, Series 7, Series 14, Series 24, Series 63, Series 65Clean record22 years registeredTHE FRAGASSO GROUP INC.

610 SMITHFIELD STREET, PITTSBURGH, PA 15222CRD# 4445764Firm CRD# 123255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cary Lee Beach · PITTSBURGH, PA

Registration

CRD #4445764 · THE FRAGASSO GROUP INC. · 22 years registered

Brand Profile

Not yet started

Career History

FIRST CITIZENS ASSET MANAGEMENT, INC

Oct 2025 – present

FIRST CITIZENS INVESTOR SERVICES, INC.

Oct 2025 – present

SVB WEALTH

Oct 2025 – present

HUNTINGTON FINANCIAL ADVISORS

Oct 2013 – Sep 2025

COLUMBUS, OH

FRAGASSO FINANCIAL ADVISORS

Sep 2012 – Sep 2013

PITTSBURGH, PA

LPL FINANCIAL LLC

Mar 2012 – Jul 2013

CHARLOTTE, NC

PNC INVESTMENTS

Feb 2005 – Feb 2012

PITTSBURGH, PA

CCO INVESTMENT SERVICES CORP.

Aug 2003 – Feb 2005

PLYMOUTH MEETING, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 63

Series 65

Registration record

First registered · August 26, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FRAGASSO FINANCIAL ADVISORS INC.

CRD 123255 · SEC 801-77097

AUM

$2.1B

Regulatory assets under management

Employees

5,278 client accounts

Services offered by FRAGASSO FINANCIAL ADVISORS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FRAGASSO FINANCIAL ADVISORS INC. →

Introduction

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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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