Robert James Yelenovsky

Private Client Services, LLC

15 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Private Client Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

633 advisors

Number of Clients

3,251 clients

Average Client Portfolio

$323K average

Assets Under Management

$1.1B

Location

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

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History

Regulatory History (1)

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Financial

January 2021

Final

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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.