Liliann Moser
Investment adviser representative at Fragasso Financial Advisors
22 yearsExperience
2 statesRegistered in
$2.8BFirm assets
14 yearsFirm in business
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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
22 years in the industry.
- Private Client ServicesAug 2018 to now
- Fragasso Financial AdvisorsOct 2008 to now
- LPL Financial LLC (F.K.A) Linsco/private Ledger Corp.Jun 2004 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
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
- 3083476
- Firm CRD
- 123255