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Rachel Weaver
FRAGASSO FINANCIAL ADVISORS
Sewickley, PA 15143
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CRD#: 6211872
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Professional summary
Rachel Weaver, CFP®, who also goes by Rachel Ann Teodori, is a registered financial advisor currently at FRAGASSO FINANCIAL ADVISORS located in Sewickley, Pennsylvania and PRIVATE CLIENT SERVICES, LLC located in Sewickley, Pennsylvania.
Rachel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Rachel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rachel Ann Teodori
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. DBA NAME. FINANCIAL PLANNING ANALYST. 160 HOURS/MO; 130 DURING TRADING HOURS. 2) FRAGASSO FINANCIAL ADVISORS. 2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA 15143.. REGISTERED INVESTMENT ADVISOR. FINANCIAL PLANNING ANALYST. 120 HOURS/MO; 100 DURING TRADING HOURS. 3) NON VARIABLE INSURANCE. FINANCIAL PLANNING ANALYST. 5 HOURS/MO; 2 DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Rachel Weaver'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
November 18, 2016 - Present
FRAGASSO FINANCIAL ADVISORS
Office #1: 2200 Georgetown Drive Suite 302, Sewickley, PA 15143RIA
CRD#: 123255
Sewickley, PA
Current
August 2, 2018 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 2200 Georgetown Drive Suite 302, Sewickley, PA 15143RIA
BD
CRD#: 120222
Sewickley, PA
Past
August 24, 2016 - August 3, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
PITTSBURGH, PA
Past
February 16, 2016 - August 3, 2018
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(11/18/2016)
RR
Pennsylvania(8/2/2018)
Exams
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.
