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Brandon Xavier Schwan

Fragasso Financial Advisors

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About Brandon Xavier Schwan

Brandon Xavier Schwan is an investment advisor representative with Fragasso Financial Advisors. Brandon has been in the financial industry since January 2013. Brandon is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Brandon holds the Series 66, Series 7, Series 24, and SIE licenses. Brandon specializes in providing financial planning services to individuals, high-net-worth individuals, and charitable organizations. Brandon is also a registered investment advisor.

Firm Information

Brandon Schwan is currently registered with Fragasso Financial Advisors. Fragasso Financial Advisors is an investment advisory firm based in SEWICKLEY, PA. The firm manages approximately $2.4 billion in assets for a variety of clients, including individuals, families, charitable organizations, businesses, and pension plans. The firm offers financial planning, portfolio management, and pension consulting services. Fragasso Financial Advisors has 19 registered representatives and 25 investment advisory professionals.
Fragasso Financial Advisors

2200 GEORGETOWN DRIVE

SEWICKLEY, PA 15143

$2.42B

Assets Under Management

27

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Schwan’s Registration & Firm History

PA

08/22/2015 - Present

Fragasso Financial Advisors (SEWICKLEY PA)

PA

01/07/2013 - 08/02/2018

LPL FINANCIAL LLC (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 03/21/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/14/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Xavier Schwan.
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