Unclaimed Profile

Cary Lee Beach

THE FRAGASSO GROUP INC.·PITTSBURGH, Pennsylvania

Clean recordTHE 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FRAGASSO FINANCIAL ADVISORS INC.

FRAGASSO FINANCIAL ADVISORS

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FRAGASSO FINANCIAL ADVISORS INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4445764

Firm CRD# 123255

View on FINRA BrokerCheck →

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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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