MG
MG

Michael Hall Godwin

11 Years of Experience
Broker
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 Activities

Michael is the Chief Investment Officer for Fragasso Financial Advisors, operating under a DBA name. He dedicates nearly full-time hours to this role.

Employment History
Current Registrations
Private Client Services, LLCBroker
August 2018 - Present · 7 yrs 6 mos
Fragasso Financial Advisors
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
September 2015 - August 2018 · 2 yrs 11 mos
Triad Advisors, INC.Broker
May 2015 - October 2015 · 5 mos
Ronin Capital, LLCBroker
April 2011 - September 2012 · 1 yr 5 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Hall Godwin - Financial Advisor | TrueAdvisor