BS
BS

Brandon Xavier Schwan

12 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

Brandon works as a financial advisor for Fragasso Financial Advisors and is also a registered investment advisor there, dedicating full-time hours to these roles. Additionally, Brandon is an independent insurance agent and works as a bookkeeper for Friendship Perk & Brew for about 10-20% of his time.

Employment History
Current Registrations
Private Client Services, LLCBroker
August 2018 - Present · 7 yrs 6 mos
Fragasso Financial Advisors
May 2013 - Present · 12 yrs 9 mos
Previous Registrations
LPL Financial LLC
March 2013 - March 2016 · 3 yrs
LPL Financial LLCBroker
January 2013 - August 2018 · 5 yrs 7 mos
State Registrations10 states
COKSMAMDPASCTNTXVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brandon Xavier Schwan - Financial Advisor | TrueAdvisor