Brandon Xavier Schwan
Investment adviser representative at Fragasso Financial Advisors
15 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
15 years in the industry.
- Private Client ServicesAug 2018 to now
- Fragasso Financial AdvisorsMay 2013 to now
- LPL Financial, LLCDec 2012 to Aug 2018
- After Hours InstallationsFeb 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 6097464
- Firm CRD
- 123255