William Edward Wolfe
Investment adviser representative at Fragasso Financial Advisors
23 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
23 years in the industry.
- Private Client ServicesAug 2018 to now
- Fragasso Financial AdvisorsNov 2010 to now
- The Fragasso GroupJun 2003 to now
- Linsco Private LedgerMay 2007 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
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
- 5158466
- Firm CRD
- 123255