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Mallory Kate Labik

Fragasso Financial Advisors

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About Mallory Kate Labik

Mallory Labik is a financial advisor registered with Fragasso Financial Advisors. Mallory is also a registered investment advisor with the state of Pennsylvania. Mallory has been in the financial services industry since February 3, 2015. Mallory works with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Mallory provides financial planning and portfolio management services. Mallory is also an Independent Insurance Agent and works with Fragasso Financial Advisors as an Analyst/Advisor.

Firm Information

Mallory Labik 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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Mallory Labik’s Registration & Firm History

PA

10/28/2016 - Present

Fragasso Financial Advisors (SEWICKLEY PA)

PA

06/06/2017 - 08/03/2018

LPL FINANCIAL LLC (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 06/22/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/07/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mallory Kate Labik.
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