Unclaimed Profile

Melissa Ann Richey

THE FRAGASSO GROUP INC.·PITTSBURGH, Pennsylvania

SIE, Series 7, Series 63, Series 65CFPClean record21 years registeredTHE FRAGASSO GROUP INC.

610 SMITHFIELD STREET, PITTSBURGH, PA 15222CRD# 2908123Firm CRD# 123255

Profile Verification

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

Identity

Melissa Ann Richey · PITTSBURGH, PA

Registration

CRD #2908123 · THE FRAGASSO GROUP INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE FRAGASSO GROUP INC.

PNC CAPITAL ADVISORS LLC

Sep 2018 – Sep 2021

Pittsburgh, PA

LPL FINANCIAL LLC

Apr 2011 – Mar 2013

PITTSBURGH, PA

FRAGASSO FINANCIAL ADVISORS

Jan 2005 – Jan 2017

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · January 14, 2005

Years registered · 21

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 Melissa Ann Richey offer?

Melissa Ann Richey specializes in Financial Planning, Investment Management.

What are Melissa Ann Richey's credentials?

Melissa Ann Richey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Melissa Ann Richey located?

Melissa Ann Richey is based in PITTSBURGH, Pennsylvania, last registered with THE FRAGASSO GROUP INC..

How does Melissa Ann Richey charge for services?

Melissa Ann Richey'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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