BY
BY

Barry Scott Yankelevitz

36 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
217 advisors
Number of Clients
10,402 clients
Average Client Portfolio
$205K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

Boynton Beach, FL

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History

Regulatory History (1)
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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 2 mos
Ausdal Financial Partners, INC.Broker
December 2024 - Present · 1 yr 2 mos
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.
Barry Scott Yankelevitz - Financial Advisor | TrueAdvisor