Chief Marketing Officer · Fragasso Financial Advisors
Marsha M. Posset
CRD 6754542 · 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 Marsha M. Posset on its Form ADV as Chief Marketing Officer, a control person.
Firms and roles
- Fragasso Financial AdvisorsChief Marketing OfficerWealth manager · Sewickley, PA · $2.8B in regulatory assets
AtlasMembers
Marsha’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- 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
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marsha’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.