RY

Robert James Yelenovsky

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143

Get directions
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.
Financial
January 2021
Final
Other Business ActivitiesSells Insurance

Robert is a Senior Vice President and Manager at Fragasso Financial Advisors, a Registered Investment Advisor. He is also an independent insurance agent, a member of a non-profit committee, a member of Sandhill Crane Partners LLC (established to hold real estate), and a member of The Investment Advisory Group, LLC, where he advises clients on financial planning, including investments and insurance.

Employment History
Current Registrations
Private Client Services, LLC Broker
August 2018 - Present · 7 yrs 5 mos
Fragasso Financial Advisors
January 2015 - Present · 11 yrs
Previous Registrations
LPL Financial LLC Broker
May 2014 - August 2018 · 4 yrs 3 mos
Waddell & ReedBroker
May 2013 - May 2014 · 1 yr
Waddell & Reed
May 2013 - May 2014 · 1 yr
Morgan Stanley
July 2010 - June 2013 · 2 yrs 11 mos
Morgan Stanley Broker
July 2010 - June 2013 · 2 yrs 11 mos
State Registrations18 states
CACOFLGAILKSMAMDMONCNYOHORPASCTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.