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Brian Alan Robinette

Investment adviser representative at Fragasso Financial Advisors
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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

26 years in the industry.

  1. Private Client ServicesAug 2018 to now
  2. Fragasso Financial AdvisorsFeb 2003 to now
  3. LPL Financial LLC (f/k/a Linsco Private Ledger)May 2000 to Aug 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2000

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
4192721
Firm CRD
123255
Advisor's SEC record (opens in a new tab)
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