William Edward Wolfe
CFP®Professional Summary
William Edward Wolfe, CFP®, who also goes by Bill Wolfe, is a registered financial advisor currently at FRAGASSO WEALTH ADVISORS located in Sewickley, Pennsylvania. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. William has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William Edward Wolfe, Bill Wolfe
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Credentials
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CARTER CAPITAL STRATEGIES | THE INVESTMENT ADVISORY GROUP | THE FRAGASSO GROUP INC. | SUTHERLAND WEALTH MANAGEMENT | FRAGASSO WEALTH ADVISORS | FRAGASSO RETIREMENT PLAN ADVISORS | FRAGASSO NONPROFIT INVESTMENT ADVISORS | FRAGASSO INVESTMENT ADVISORS | FRAGASSO FINANCIAL ADVISORS INC. | FRAGASSO FINANCIAL ADVISORS | DANKO FINANCIAL LLC
Contact Information
Main Address
2200 Georgetown Drive Suite 302, Sewickley, PA 15143Phone Number
(412) 227-3200# of Employees
35SEC notice filing (29 States and Territories)
Registered to provide investment advisory services in 29 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,753AUM (Assets Under Management)
$2,831,366,332Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CARTER CAPITAL STRATEGIES | THE INVESTMENT ADVISORY GROUP | THE FRAGASSO GROUP INC. | SUTHERLAND WEALTH MANAGEMENT | FRAGASSO WEALTH ADVISORS | FRAGASSO RETIREMENT PLAN ADVISORS | FRAGASSO NONPROFIT INVESTMENT ADVISORS | FRAGASSO INVESTMENT ADVISORS | FRAGASSO FINANCIAL ADVISORS INC. | FRAGASSO FINANCIAL ADVISORS | DANKO FINANCIAL LLC
State Registrations and Notice Filings
(11/4/2010)
(7/5/2018)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William Edward Wolfe's CRS (Customer Relationship Summary).
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