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Bryan Michael Reft

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

Bryan operates as a financial advisor and financial planning analyst under Fragasso Financial Advisors, dedicating full-time hours to this role. He is also 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
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
November 2016 - August 2018 · 1 yr 9 mos
PNC Investments
January 2016 - September 2016 · 8 mos
PNC InvestmentsBroker
January 2016 - September 2016 · 8 mos
Mbsc Securities CorporationBroker
September 2015 - December 2015 · 3 mos
Waddell & Reed
June 2015 - July 2015 · 1 mo
Waddell & ReedBroker
April 2015 - July 2015 · 3 mos
State Registrations7 states
AZFLMDMINCOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.