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Michael Edmund Fertig

Fragasso Financial Advisors

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About Michael Edmund Fertig

Michael Fertig is a financial advisor at Fragasso Financial Advisors. Michael has been a registered representative since 1995. Michael is also a registered investment advisor and holds both Series 7 and Series 65 licenses. Michael has a branch office in McMurray, PA. Fragasso Financial Advisors is an independent investment advisory firm located in Sewickley, PA. The firm primarily focuses on providing investment advisory services to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Fragasso Financial Advisors manages over $2.4 billion in assets.

Firm Information

Michael Fertig 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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Michael Fertig’s Registration & Firm History

PA

09/13/2012 - Present

Fragasso Financial Advisors (McMurray PA)

PA

02/16/1996 - 08/03/2018

LPL FINANCIAL LLC (PITTSBURGH PA)

NY

09/28/1995 - 02/22/1996

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/23/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Edmund Fertig.
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