AdvisorOS Directory
Claim Profile
KF

Kathleen Elaine Fertig

FRAGASSO FINANCIAL ADVISORS INC.·PITTSBURGH, Pennsylvania
Unclaimed Profile
610 SMITHFIELD STREET, PITTSBURGH, PA 15222CRD# 2525640Firm CRD# 123255
01

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.

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# 2525640
Firm CRD# 123255
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PITTSBURGH?

Browse all registered financial advisors in PITTSBURGH, Pennsylvania or claim this profile if it's yours.

Browse PITTSBURGH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PITTSBURGH
Matthew Jay Teplitz — GUYASUTA INVESTMENT ADVISORS, INCORPORATEDGretchen Robinson Haggerty — STRATEGIC INVESTMENT FUND, INC.Kathleen Seech Wright — KATHLEEN S. WRIGHT ASSOCIATES INC.Robert Joseph Lohman — COMMONWEALTH ADVISORY GROUP, LTD.Jeffrey B Miller — US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile