Bernard Elwood Carter
Investment adviser representative at Fragasso Financial Advisors
14 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Fragasso Financial Advisors, Inc.May 2025 to now
- LPL Financial, LLCMay 2013 to Feb 2025
- Hapanowicz & Assoc.financial Services, Inc.(h&a Wealth Advisors)Dec 2012 to Feb 2025
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (PA).
Fragasso Financial Advisors
Legal name: Fragasso Financial Advisors Inc.
$2.8BAssets managed
2,205Clients
25Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2269889
- Firm CRD
- 123255