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Robert James Yelenovsky

Fragasso Financial Advisors

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About Robert James Yelenovsky

Robert Yelenovsky has been in the financial services industry since July 4, 2010. Robert is currently a Senior Vice President and Manager with Fragasso Financial Advisors in Sewickley, PA. Robert is also a Registered Investment Advisor with Fragasso Financial Advisors. Prior to his current role, Robert worked at LPL Financial LLC, Waddell & Reed and Morgan Stanley. Robert has a broad range of experience in the financial services industry and is committed to providing his clients with the highest level of service.

Firm Information

Robert Yelenovsky is currently registered with Fragasso Financial Advisors. Fragasso Financial Advisors is an investment advisory firm based in SEWICKLEY, PA. The firm manages approximately $2.4 billion in assets for a variety of clients, including individuals, families, charitable organizations, businesses, and pension plans. The firm offers financial planning, portfolio management, and pension consulting services. Fragasso Financial Advisors has 19 registered representatives and 25 investment advisory professionals.
Fragasso Financial Advisors

2200 GEORGETOWN DRIVE

SEWICKLEY, PA 15143

$2.42B

Assets Under Management

27

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Yelenovsky’s Registration & Firm History

PA

01/29/2015 - Present

Fragasso Financial Advisors (SEWICKLEY PA)

PA

05/23/2014 - 08/03/2018

LPL FINANCIAL LLC (PITTSBURGH PA)

PA

05/17/2013 - 05/29/2014

WADDELL & REED (PITTSBURGH PA)

PA

07/05/2010 - 06/13/2013

MORGAN STANLEY (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 07/29/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 07/02/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert James Yelenovsky. Review regulatory record here.
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