ML
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Mallory Kate Labik

10 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

Mallory works as an analyst/advisor for Fragasso Financial Advisors, spending full-time hours on DBA name activities and nearly full-time hours as a registered investment advisor. Additionally, Mallory is an independent insurance agent, dedicating a few hours per week to this role.

Employment History
Current Registrations
Private Client Services, LLCBroker
August 2018 - Present · 7 yrs 6 mos
Fragasso Financial Advisors
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
June 2017 - August 2018 · 1 yr 2 mos
Yanni & Associates Investment Advisors, LLC
January 2015 - September 2016 · 1 yr 8 mos
State Registrations8 states
DEFLMANCNHNYPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Mallory Kate Labik - Financial Advisor | TrueAdvisor