AS
Andrew D. Silver
FRAGASSO FINANCIAL ADVISORS
Mcmurray, PA 15317
Some features on this profile are disabled
CRD#: 6185086
AS
Professional summary
Andrew David Silver, CFP® is a registered financial advisor currently at FRAGASSO FINANCIAL ADVISORS located in Mcmurray, Pennsylvania and PRIVATE CLIENT SERVICES, LLC located in Mcmurray, Pennsylvania.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Andrew has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) FRAGASSO FINANCIAL ADVISORS. 2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA 15143. REGISTERED INVESTMENT ADVISOR. FINANCIAL ADVISORS, FINANCIAL PLANNING ANALYST. 120 HOURS/MO; 100 DURING TRADING HOURS. 2) FRAGASSO FINANCIAL ADVISORS. 2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA 15143. DBA NAME. FINANCIAL ADVISOR, FINANCIAL PLANNING ANALYST. 160 HOURS/MO; 130 DURING TRADING HOURS. 3) INDEPENDENT INSURANCE AGENT. 3402 WASHINGTON ROAD, SUITE 301, MCMURRAY, PA 15317. 5 HOURS/MO; 2 DURING TRADING HOURS. 4) NOTARY. 3402 WASHINGTON ROAD, SUITE 301, MCMURRAY, PA 15317. FINANCIAL ADVISOR, FINANCIAL PLANNING ADVISOR. 1 HOURS/MO; 1 DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew David Silver'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®
CFP®
Start date: 2017
Experience
Current
July 18, 2017 - 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
July 14, 2017 - August 2, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
BETHEL PARK, PA
Past
October 7, 2014 - July 5, 2017
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
MURRSYVILLE, PA
Past
July 10, 2014 - July 5, 2017
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
MURRSYVILLE, PA
Past
May 2, 2013 - July 1, 2014
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, IL
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
RR
Arizona(8/15/2019)
RR
Colorado(8/2/2018)
RR
Florida(8/2/2018)
RR
New York(6/2/2023)
RR
North Carolina(8/2/2018)
RR
Ohio(10/29/2018)
IAR
Pennsylvania(7/18/2017)
RR
Pennsylvania(8/2/2018)
RR
Texas(1/2/2025)
RR
Virginia(8/2/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
