William Gregory Skidmore
Investment adviser representative at Fragasso Financial Advisors
13 yearsExperience
1 stateRegistered in
$2.8BFirm assets
14 yearsFirm in business
Are you William Gregory Skidmore? Claim your profile
Contact this firm
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
13 years in the industry.
- Private Client ServicesMay 2024 to now
- Fragasso Financial AdvisorsApr 2024 to now
- BNY MellonJan 2023 to Mar 2024
- First Exchange BankJul 2022 to Nov 2022
- West Virginia Student Managed Investment FundJan 2022 to Dec 2022
- J.D. Koontz LLCDec 2021 to Dec 2022
- West Virginia UniversityAug 2019 to Dec 2022
- Days Inn and SuitesApr 2019 to Aug 2019
- Starbucks Coffee CompanyApr 2018 to May 2019
- UnemployedJan 2013 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7401617
- Firm CRD
- 123255