Frank Paul Andrescavage SR, CLU | Financial Professional | Lancaster, Pennsylvania | IMPACT PARTNERSHIP WEALTH, LLC

Professional summary

Frank Paul Andrescavage SR, CLU®, who also goes by Frank Paul Andrescavage, is a registered financial advisor currently at IMPACT PARTNERSHIP WEALTH, LLC located in Lancaster, Pennsylvania.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Frank has worked at 20 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Frank Paul Andrescavage

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) RETIREMENT ADVISORY; YES INVESTMENT RELATED; 1853 WILLIAM PENN WAY, STE 7, LANCASTER, PA 17601; INSURANCE SALES; OWNER; 09/1981; 36 HRS/MO DEVOTED; 12 HRS/MO DEVOTED DURING SECURITY TRADING HOURS. SALE OF FIXED ANNUITIES AND LIFE INSURANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Paul Andrescavage SR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CLU^®

Chartered Life Underwriter

Experience

Current

May 24, 2023 - Present

IMPACT PARTNERSHIP WEALTH, LLC

Office #1: 1853 William Penn Way Ste 7, Lancaster, PA 17601

RIA

CRD#: 313928

Lancaster, PA

Past

November 30, 2022 - December 31, 2022

AEGIS WEALTH MANAGEMENT, INC.

RIA

CRD#: 301990

Lancaster, PA

Past

September 30, 2019 - December 2, 2022

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Lancaster, PA

Past

January 23, 2019 - October 1, 2019

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

LACASTER, PA

Past

June 8, 2015 - January 25, 2019

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

LANCASTER, PA

Past

April 2, 2014 - June 1, 2015

ROYAL FUND MANAGEMENT, LLC

RIA

CRD#: 144434

LADY LAKE, FL

Past

October 22, 2012 - October 1, 2013

FORESTERS EQUITY SERVICES, INC.

RIA

CRD#: 18464

LEBANON, PA

Past

April 6, 2011 - October 3, 2012

FORESTERS EQUITY SERVICES, INC.

RIA

CRD#: 18464

LEBANON, PA

Past

April 6, 2011 - October 3, 2012

FORESTERS EQUITY SERVICES, INC.

BD

CRD#: 18464

SAN DIEGO, CA

Past

April 11, 2007 - April 4, 2011

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

LEBANON, PA

Past

April 11, 2007 - April 4, 2011

GROVE POINT INVESTMENTS, LLC

BD

CRD#: 1763

LEBANON, PA

Past

April 19, 2006 - April 19, 2007

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

LEBANON, PA

Past

April 12, 2006 - April 19, 2007

CETERA WEALTH SERVICES, LLC

BD

CRD#: 13572

EL SEGUNDO, CA

Past

March 29, 2005 - November 6, 2007

MPM WEALTH ADVISORS

RIA

CRD#: 104926

MAUMEE, OH

Past

January 12, 2005 - April 4, 2006

KESTRA INVESTMENT SERVICES, LLC

BD

CRD#: 42046

LEBANON, PA

Past

August 22, 2003 - June 24, 2004

KOVACK SECURITIES INC.

BD

CRD#: 44848

FT. LAUDERDALE, FL

Past

December 16, 2001 - April 28, 2003

PAN-AMERICAN FINANCIAL ADVISERS

BD

CRD#: 15578

NEW ORLEANS, LA

Past

April 26, 2001 - December 16, 2001

AMERICAN CAPITAL CORPORATION

BD

CRD#: 16124

VALLEY FORGE, PA

Past

July 3, 2000 - April 23, 2001

OGILVIE SECURITY ADVISORS CORPORATION

BD

CRD#: 10105

CHICAGO, IL

Past

November 10, 1999 - July 6, 2000

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD

CRD#: 16164

PHILADELPHIA, PA

Past

March 16, 1998 - November 12, 1999

L.M. KOHN & COMPANY

BD

CRD#: 27913

CINCINNATI, OH

Past

January 13, 1998 - March 13, 1998

OSAIC FS, INC.

BD

CRD#: 3870

FORT WAYNE, IN

Past

January 20, 1996 - January 6, 1998

HACKETT ASSOCIATES, INC.

BD

CRD#: 2106

WYOMISSING, PA

Past

September 6, 1994 - December 31, 1995

VOYA FINANCIAL ADVISORS, INC.

BD

CRD#: 2882

WINDSOR, CT

Past

September 7, 1988 - September 1, 1994

HACKETT ASSOCIATES, INC.

BD

CRD#: 2106

WYOMISSING, PA

Past

October 31, 1981 - January 9, 1988

OSAIC FS, INC.

BD

CRD#: 3870

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IP

IMPACT PARTNERSHIP WEALTH, LLC

CRD#: 313928 / SEC#: 801-121239

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Maryland

Registered Investment Advisory firm - (10/18/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/24/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/28/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 10/21/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

Series 6

Date: 10/21/1981

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IP

IMPACT PARTNERSHIP WEALTH, LLC

CRD#: 313928 / SEC#: 801-121239

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Maryland

Registered Investment Advisory firm - (10/18/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1688 White Circle Nw, Marietta, GA 30066

Mailing Address

Phone number

(800) 380-5040

Established

Firm type

Fiscal year end

# of Employees

78

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IPW WRAP FEE BROCHURE (10/1/2025)

IMPACT PARTNERSHIP WEALTH, LLC ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	10,237
AUM (Assets Under Management)	$ 1,682,147,707

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Frank P. Andrescavage

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Paul Andrescavage SR's CRS (Customer Relationship Summary).

Certified licenses

Experience

AEGIS WEALTH MANAGEMENT, INC.

GRADIENT ADVISORS, LLC

VIRTUE CAPITAL MANAGEMENT, LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

ROYAL FUND MANAGEMENT, LLC

FORESTERS EQUITY SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

MPM WEALTH ADVISORS

KESTRA INVESTMENT SERVICES, LLC

KOVACK SECURITIES INC.

PAN-AMERICAN FINANCIAL ADVISERS

AMERICAN CAPITAL CORPORATION

OGILVIE SECURITY ADVISORS CORPORATION

TRANSAMERICA FINANCIAL ADVISORS, LLC

L.M. KOHN & COMPANY

OSAIC FS, INC.

HACKETT ASSOCIATES, INC.

VOYA FINANCIAL ADVISORS, INC.

HACKETT ASSOCIATES, INC.

OSAIC FS, INC.

Primary Firm SEC Registration

IMPACT PARTNERSHIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2005

Series 63

Date: 10/21/1981

Series 6

Date: 10/21/1981

Current Firm

IMPACT PARTNERSHIP WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPACT PARTNERSHIP WEALTH, LLC

TRUST BUT VERIFY

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