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Paul Mehno

Fragasso Financial Advisors

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About Paul Mehno

Paul Mehno is a financial advisor with Fragasso Financial Advisors. Paul has been in the financial services industry since June 1997 and specializes in providing financial planning, portfolio management for individuals, and pension consulting services. Paul has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Paul Mehno 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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Paul Mehno’s Registration & Firm History

PA

11/20/2018 - Present

Fragasso Financial Advisors (SEWICKLEY PA)

PA

11/11/1997 - 11/19/2018

AXA ADVISORS, LLC (BEAVER PA)

NY

11/11/1997 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

PA

05/15/1997 - 10/23/1997

FORTUNE FINANCIAL SERVICES, INC. (MONACA PA)

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Licenses & Designations

IA

Issued 10/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/28/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/1999

Series 7 - General Securities Representative Examination

BC

Issued 05/05/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Paul Mehno. Review regulatory record here.
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