BY

Barry Scott Yankelevitz

36 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
217 advisors
Number of Clients
10,402 clients
Average Client Portfolio
$205K average
Assets Under Management
$2.1B

Fee Structure

AFP offers a wrap fee program where a single fee covers advisory services and custodial transaction costs. The maximum annual fee is 3%. Fees are negotiable and may vary among clients. Third-party managed accounts have fees for the advisor, platform, and manager. Clients may also incur brokerage, investment, and custodial expenses.

Areas of Practice
Investment Management
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Advisor Information

Office location

Boynton Beach, FL

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2012
Final
Other Business Activities

Barry is a CPA and sole proprietor of a tax preparation business since 1989. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Ausdal Financial Partners, INC.
December 2024 - Present · 1 yr 1 mo
Ausdal Financial Partners, INC. Broker
December 2024 - Present · 1 yr 1 mo
Previous Registrations
Osaic Wealth, INC. Broker
October 2024 - December 2024 · 2 mos
Osaic Wealth, INC.
October 2024 - December 2024 · 2 mos
American Portfolios Advisors, INC
July 2010 - October 2024 · 14 yrs 3 mos
American Portfolios Financial Services, INC.Broker
July 2010 - October 2024 · 14 yrs 3 mos
Questar Asset Management, INC.
January 2005 - June 2010 · 5 yrs 5 mos
Questar Capital Corporation
October 1998 - December 2005 · 7 yrs 2 mos
Questar Capital CorporationBroker
August 1997 - June 2010 · 12 yrs 10 mos
Mariner Financial Services, INC.Broker
February 1995 - August 1997 · 2 yrs 6 mos
Advantage Capital CorporationBroker
January 1992 - December 1994 · 2 yrs 11 mos
Northwestern Mutual Investment Services, INC. Broker
January 1992 - February 1992 · 1 mo
Ampal Securities CorporationBroker
August 1986 - September 1989 · 3 yrs 1 mo
State Registrations6 states
AZFLNJNYPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.