DT
Daniel S. Tatomir
FRAGASSO FINANCIAL ADVISORS
Mcmurray, PA 15317
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CRD#: 4482414
DT
Professional summary
Daniel Spiro Tatomir, AIF®, who also goes by Dan Tatomir, is a registered financial advisor currently at FRAGASSO FINANCIAL ADVISORS located in Mcmurray, Pennsylvania and PRIVATE CLIENT SERVICES, LLC located in Mcmurray, Pennsylvania.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Daniel has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dan Tatomir
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 ADVISORS. 2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA 15143. REGISTERED INVESTMENT ADVISOR. CLIENT RELATIONSHIP MANAGER. 120 HOURS/MO; 100 DURING TRADING HOURS. 2) FRAGASSO FINANCIAL ADVISORS. 2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA 15143. DBA NAME. FINANCIAL ADVISOR. 160 HOURS/MO; 130 DURING TRADING HOURS. 3) INDEPENDENT INSURANCE AGENT. 3402 WASHINGTON ROAD, SUITE 301, MCMURRAY, PA 15317. 5 HOURS/MO; 2 DURING TRADNG HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Spiro Tatomir's 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®
Experience
Current
August 4, 2015 - Present
FRAGASSO FINANCIAL ADVISORS
Office #1: 3402 Washington Road Suite 301, Mcmurray, PA 15317RIA
CRD#: 123255
Mcmurray, PA
Current
August 2, 2018 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 3402 Washington Road Suite 301, Mcmurray, PA 15317RIA
BD
CRD#: 120222
Mcmurray, PA
Past
March 23, 2015 - August 3, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
PITTSBURGH, PA
Past
June 14, 2007 - December 3, 2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
PITTSBURGH, PA
Past
June 27, 2005 - May 30, 2007
LPL FINANCIAL LLC
BD
CRD#: 6413
PITTSBURGH, 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
CARTER CAPITAL STRATEGIES | THE INVESTMENT ADVISORY GROUP | THE FRAGASSO GROUP INC. | SUTHERLAND WEALTH MANAGEMENT | FRAGASSO RETIREMENT PLAN ADVISORS | FRAGASSO NONPROFIT INVESTMENT ADVISORS | FRAGASSO INVESTMENT ADVISORS | FRAGASSO FINANCIAL ADVISORS INC. | FRAGASSO FINANCIAL ADVISORS | DANKO FINANCIAL LLC
CRD#: 123255 / SEC#: 801-77097
RIA
Registered Investment Advisory firm - (9/12/2012 Approved)Pennsylvania
Registered Investment Advisory firm - (9/19/2012 Terminated)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.RR
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
IAR
Pennsylvania(8/4/2015)
RR
Pennsylvania(8/2/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FRAGASSO FINANCIAL ADVISORS
CARTER CAPITAL STRATEGIES | THE INVESTMENT ADVISORY GROUP | THE FRAGASSO GROUP INC. | SUTHERLAND WEALTH MANAGEMENT | FRAGASSO RETIREMENT PLAN ADVISORS | FRAGASSO NONPROFIT INVESTMENT ADVISORS | FRAGASSO INVESTMENT ADVISORS | FRAGASSO FINANCIAL ADVISORS INC. | FRAGASSO FINANCIAL ADVISORS | DANKO FINANCIAL LLC
CRD#: 123255 / SEC#: 801-77097
RIA
Registered Investment Advisory firm - (9/12/2012 Approved)Pennsylvania
Registered Investment Advisory firm - (9/19/2012 Terminated)Upgrade to AdvisorCheck Premium
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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
35
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,442 |
| AUM (Assets Under Management) | $ 2,422,371,738 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
