DT
DT

Daniel Spiro Tatomir

20 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, Suite 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

Daniel works as a client relationship manager and financial advisor for Fragasasso Financial Advisors, dedicating nearly full-time hours to these roles. 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 2015 - Present · 10 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
March 2015 - August 2018 · 3 yrs 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2007 - December 2014 · 7 yrs 6 mos
Linsco/private Ledger CORP.Broker
June 2005 - May 2007 · 1 yr 11 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.