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Ted William Drost

Fragasso Financial Advisors

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About Ted William Drost

Ted William Drost has been in the financial services industry since April 5, 2007. Ted is a registered Investment Advisor Representative with Fragasso Financial Advisors. He is registered in the states of Pennsylvania and Texas. Ted is also a Series 6, 7, and 63 licensed representative and holds the Series 65 and SIE licenses. Ted has a Certified Financial Planner designation.

Firm Information

Ted Drost 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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Ted Drost’s Registration & Firm History

PA

07/05/2018 - Present

Fragasso Financial Advisors (Wexford PA)

PA

09/15/2015 - 08/03/2018

LPL FINANCIAL LLC (WEXFORD PA)

PA

06/02/2008 - 08/28/2015

ROYAL ALLIANCE ASSOCIATES, INC. (CARNEGIE PA)

PA

03/05/2007 - 04/30/2008

NFP SECURITIES, INC. (BRIDGEVILLE PA)

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Licenses & Designations

IA

Issued 08/12/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2008

Series 7 - General Securities Representative Examination

BC

Issued 03/03/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ted William Drost.
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