MF
MF

Michael Edmund Fertig

30 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

3402 Washington Road, Ste. 301, McMurray, PA, 15317

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is a Senior Vice President/Branch Manager/Financial Advisor at Fragasso Financial Advisors, dedicating nearly full-time hours to this role. He also works as an independent insurance agent, spending a few hours per week on this activity.

Employment History
Current Registrations
Private Client Services, LLCBroker
August 2018 - Present · 7 yrs 6 mos
Fragasso Financial Advisors
August 1997 - Present · 28 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
February 1996 - August 2018 · 22 yrs 6 mos
Smith Barney INC.Broker
September 1995 - February 1996 · 5 mos
State Registrations9 states
CAFLGAMDNCNYOHPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Edmund Fertig - Financial Advisor | TrueAdvisor