Trustee · Fragasso Financial Advisors
Kathleen E. Fertig
CRD 2525640 · Named on Form ADV at one SEC-registered adviser
At a glance
Fragasso Financial Advisors, an SEC-registered wealth manager based in Sewickley, PA with $2.8 billion in regulatory assets, lists Kathleen E. Fertig on its Form ADV as Trustee.
Firms and roles
- Fragasso Financial AdvisorsTrusteeWealth manager · Sewickley, PA · $2.8B in regulatory assets
AtlasMembers
Kathleen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Daniel J. DingusPresident, Fragasso Financial Advisors
- James P. DankoChief Compliance Officer, Fragasso Financial Advisors
- Christine L. ErimiasChief Financial Officer and Chief Operating Officer, Fragasso Financial Advisors
- Christine E. RobinetteChief Executive Officer, Fragasso Financial Advisors
- Brianne D. KingExecutive Vice President, Wealth Planning, Fragasso Financial Advisors
1 more person named with Kathleen on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.