Invested Better
Unclaimed

Unclaimed

Unclaimed

Serhiy Zayats

Fragasso Financial Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Serhiy? Claim Your Profile

About Serhiy Zayats

Serhiy Zayats is an investment advisor representative with Fragasso Financial Advisors in Sewickley, Pennsylvania. Serhiy has been in the industry since 2015 and has a Series 65 license. Serhiy has worked for several firms in the Pittsburgh area, including CIM Investment Management, Thermo Fisher Scientific, H.J. Heinz Company, Rootstock Advisors, Greycourt, Bank of New York Mellon/Mellon Group, and Fragasso Financial Advisors. Fragasso Financial Advisors is a registered investment advisor with over $2 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, families, businesses, and charitable organizations.

Firm Information

Serhiy Zayats 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Serhiy Zayats’s Registration & Firm History

PA

07/21/2021 - Present

Fragasso Financial Advisors (SEWICKLEY PA)

Not sure if Serhiy Zayats is right for you?

Licenses & Designations

IA

Issued 10/13/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Serhiy Zayats.
Not sure if Serhiy Zayats is right for you?