LM
LM

Liliann Moser

19 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

2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143

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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

Liliann operates under the DBA name Fragasso Financial Advisors, dedicating full-time hours to this role as a financial advisor and registered investment advisor. Additionally, Liliann 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
October 2008 - Present · 17 yrs 4 mos
Previous Registrations
LPL Financial LLC
April 2008 - March 2013 · 4 yrs 11 mos
LPL Financial LLCBroker
June 2006 - August 2018 · 12 yrs 2 mos
State Registrations8 states
CACOMAOHPATXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.