Ted W. Drost

FRAGASSO FINANCIAL ADVISORS

Wexford, PA 15090

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CRD#: 3145557

Professional summary

Ted William Drost JR, AIF®, CFP®, who also goes by Ted W Drost Jr, is a registered financial advisor currently at FRAGASSO FINANCIAL ADVISORS located in Wexford, Pennsylvania and PRIVATE CLIENT SERVICES, LLC located in Mcmurray, Pennsylvania.

Ted is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Ted has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ted W Drost Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) FRAGASSO FINANCIAL. 2200 Georgetown Drive, Suite 302, Sewickley, PA 15143 . DBA NAME. FINANCIAL ADVISOR. 160 HOURS/MO;130 DURING RADING HOURS 2) FRAGASSO FINANCIAL ADVISORS. 2200 Georgetown Drive, Suite 302, Sewickley, PA 15143. REGISTERED INVESTMETN ADVISOR. FINANCIAL ADVISOR. 120 HOURS/MO; 100 DURING TRADING HOURS. 3) INDEPENDENT INSURANCE AGENT. 3402 Washington Road, Suite 301, McMurray, PA 15317. 5 HOURS/MO; 2 DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ted William Drost JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Experience

Current

September 22, 2015 - Present

FRAGASSO FINANCIAL ADVISORS

Office #1: 11269 Perry Highway Suite 430, Wexford, PA 15090

RIA

CRD#: 123255

Wexford, PA

Current

August 2, 2018 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 3402 Washington Road Suite 301, Mcmurray, PA 15317

RIA

CRD#: 120222

Mcmurray, PA

Past

June 28, 2018 - August 3, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

WEXFORD, PA

Past

September 15, 2015 - August 3, 2018

LPL FINANCIAL LLC

CRD#: 6413

WEXFORD, PA

Past

September 24, 2008 - November 3, 2008

OSAIC WEALTH, INC.

RIA

CRD#: 23131

CARNEGIE, PA

Past

September 5, 2008 - November 19, 2015

SELECT FINANCIAL GROUP, LLC

RIA

CRD#: 111099

CARNEGIE, PA

Past

June 2, 2008 - August 28, 2015

OSAIC WEALTH, INC.

CRD#: 23131

CARNEGIE, PA

Past

March 5, 2007 - April 30, 2008

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

BRIDGEVILLE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FRAGASSO FINANCIAL ADVISORS

CRD#: 123255 / SEC#: 801-77097

RIA

Registered Investment Advisory firm - (9/12/2012 Approved)

Pennsylvania

Registered Investment Advisory firm - (9/19/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alaska
(11/10/2025)

California
(8/2/2018)

Florida
(8/2/2018)

Georgia
(8/2/2018)

Maryland
(4/14/2020)

Massachusetts
(10/7/2024)

Ohio
(8/2/2018)

IAR

Pennsylvania
(9/22/2015)

Pennsylvania
(8/2/2018)

IAR

Texas
(7/5/2018)

Texas
(8/2/2018)

Virginia
(8/2/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/12/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/13/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/30/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/3/2007

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FRAGASSO FINANCIAL ADVISORS

CRD#: 123255 / SEC#: 801-77097

RIA

Registered Investment Advisory firm - (9/12/2012 Approved)

Pennsylvania

Registered Investment Advisory firm - (9/19/2012 Terminated)

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Contact information

Main Address

2200 Georgetown Drive Suite 302, Sewickley, PA 15143

Mailing Address

Phone number

(412) 227-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FIRM BROCHURE (9/23/2025)

Regulatory assets under management

Total Number of Accounts	5,442
AUM (Assets Under Management)	$ 2,422,371,738

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ted W. Drost

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ted William Drost JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

SELECT FINANCIAL GROUP, LLC

OSAIC WEALTH, INC.

KESTRA INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

FRAGASSO FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/2008

Series 63

Date: 6/13/2007

SIE

Date: 10/1/2018

Series 7

Date: 6/30/2008

Series 6

Date: 3/3/2007

FINRA

Current Firm

FRAGASSO FINANCIAL ADVISORS

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FRAGASSO FINANCIAL ADVISORS

TRUST BUT VERIFY

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