Skip to content

Rebecca Carroll Fragassi

Investment adviser representative at Coyle
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets

Are you Rebecca Carroll Fragassi? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. CoyleSep 2017 to now
  2. Coyle Financial CounselJan 2007 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (IL).

Coyle

Legal name: Coyle Financial Counsel, LLC

$1BAssets managed
439Clients
11Advisers
44 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
5282599
Firm CRD
110593
Advisor's SEC record (opens in a new tab)
CallContact this firm