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MK

Matthew S. Karr

Some features on this profile are disabled
CRD#: 5575088
MK

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Steven Karr was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 2013. Matthew had worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

November 18, 2016 - February 27, 2018

FRAGASSO FINANCIAL ADVISORS

RIA
CRD#: 123255
PITTSBURGH, PA
Past

February 11, 2016 - February 28, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
PITTSBURGH, PA
Past

January 14, 2013 - October 27, 2015

SYMONS CAPITAL MANAGEMENT INC

RIA
CRD#: 104817
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
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 3/24/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 1/11/2013
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/28/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/11/2016
General Securities Representative Examination

Current Firm

FRAGASSO FINANCIAL ADVISORS
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)
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FIRM BROCHURE (2/18/2026)

Regulatory assets under management

Total Number of Accounts5,753
AUM (Assets Under Management)$ 2,831,366,332

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.

Company Information

FRAGASSO FINANCIAL ADVISORS

FRAGASSO FINANCIAL ADVISORS

CRD#: 123255

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