Unclaimed Profile

Kathleen Elaine Fertig

FRAGASSO FINANCIAL ADVISORS INC.·PITTSBURGH, Pennsylvania

Clean recordFRAGASSO FINANCIAL ADVISORS INC.

610 SMITHFIELD STREET, PITTSBURGH, PA 15222CRD# 2525640Firm CRD# 123255

Profile Verification

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

Identity

Kathleen Elaine Fertig · PITTSBURGH, PA

Registration

CRD #2525640 · FRAGASSO FINANCIAL ADVISORS INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kathleen Elaine Fertig is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with FRAGASSO FINANCIAL ADVISORS 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# 2525640

Firm CRD# 123255

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathleen Elaine Fertig offer?

Kathleen Elaine Fertig specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Kathleen Elaine Fertig's credentials?

Kathleen Elaine Fertig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathleen Elaine Fertig located?

Kathleen Elaine Fertig 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 Kathleen Elaine Fertig charge for services?

Kathleen Elaine Fertig'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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