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Bryan Michael Reft

Fragasso Financial Advisors

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About Bryan Michael Reft

Bryan Michael Reft is a financial advisor with over 8 years of experience in the industry. Bryan is registered with Fragasso Financial Advisors in SEWICKLEY, PA and has been with the firm since November 2016. Bryan is also a Registered Investment Advisor and holds the Series 66, SIE and Series 7 licenses. Bryan specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations and charitable organizations.

Firm Information

Bryan Reft 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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Bryan Reft’s Registration & Firm History

PA

11/04/2016 - Present

Fragasso Financial Advisors (SEWICKLEY PA)

PA

11/01/2016 - 08/03/2018

LPL FINANCIAL LLC (PITTSBURGH PA)

PA

01/22/2016 - 09/16/2016

PNC INVESTMENTS (PITTSBURGH PA)

PA

09/08/2015 - 12/07/2015

MBSC SECURITIES CORPORATION (PITTSBURGH PA)

PA

04/28/2015 - 07/20/2015

WADDELL & REED (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 06/23/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan Michael Reft.
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