Unclaimed Profile

Daniel James Dingus

FRAGASSO FINANCIAL ADVISORS INC.·PITTSBURGH, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record20 years registeredFRAGASSO FINANCIAL ADVISORS INC.

610 SMITHFIELD STREET, PITTSBURGH, PA 15222CRD# 2901266Firm CRD# 123255

Profile Verification

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

Identity

Daniel James Dingus · PITTSBURGH, PA

Registration

CRD #2901266 · FRAGASSO FINANCIAL ADVISORS INC. · 20 years registered

Brand Profile

Not yet started

Career History

FRAGASSO FINANCIAL ADVISORS

Nov 2010 – present

LPL FINANCIAL LLC

Sep 2007 – Dec 2013

PITTSBURGH, PA

STANCORP INVESTMENT ADVISERS, INC.

Jan 2007 – Aug 2007

PORTLAND, OR

INVESMART ADVISORS INC

Mar 2006 – Jan 2007

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 22, 2006

Years registered · 20

Professional designation · CFP

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 Daniel James Dingus offer?

Daniel James Dingus specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Daniel James Dingus's credentials?

Daniel James Dingus holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel James Dingus located?

Daniel James Dingus is based in PITTSBURGH, Pennsylvania, working with FRAGASSO FINANCIAL ADVISORS INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Daniel James Dingus charge for services?

Daniel James Dingus'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 FRAGASSO FINANCIAL ADVISORS INC.?

FRAGASSO FINANCIAL ADVISORS 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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