RY
Robert L. Yevchak
KESTRA PRIVATE WEALTH SERVICES
Red Bank, NJ 07701
Some features on this profile are disabled
CRD#: 1912699
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Professional summary
Robert Luke Yevchak, who also goes by Robert Lure Yevchak, is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Red Bank, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Red Bank, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Lure Yevchak
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.
Business Name: LIBERTY WEALTH SOLUTIONS POSITION: Senior Vice President - Wealth Manager NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/25/2018 ADDRESS: 130 Maple Ave, Suite 7A, Red Bank NJ 07701, United States DESCRIPTION: Provide Financial Advise to clients Business Name: DH 208 LLC Investment Related: No Address: 208 Red Hill Road Wurtsboro NY 12790 Nature of Business: Real Estate Position, Title or Relationship: Owner/Member of LLC Start Date: 1/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Property Admin. Business Name: SNR 123, LLC POSITION: Member NATURE: passthrough INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 05/08/2018 ADDRESS: 130 Maple Ave, Suite 7A, Red Bank NJ 07701, United States DESCRIPTION: payroll and other administrative expenses Business Name: DH 208 LLC POSITION: Owner/Member of LLC NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2015 ADDRESS: 208 Red Hill Road, Wurtsboro NY 12790 DESCRIPTION: Property Admin. Business Name: LUCKY MAPLE 123 LLC POS: Member NOB: Real Estate INV REL: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 130 Maple Ave, Unit 7A, Red Bank NJ 07701 DESC: 50% owner with my brother in law and business partner at KPWS Steve Battel
CRS (Client Relationship Summary) - RIA
Click below to view Robert Luke Yevchak's 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®
NoneExperience
Current
April 27, 2018 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 130 Maple Avenue Building 5, Ph, Red Bank, NJ 07701RIA
CRD#: 155193
Red Bank, NJ
Current
April 25, 2018 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 130 Maple Avenue Unit 7a, Red Bank, NJ 07701BD
CRD#: 42046
Red Bank, NJ
Past
February 10, 2006 - April 27, 2018
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
PARAMUS, NJ
Past
February 10, 2006 - April 27, 2018
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
PARAMUS, NJ
Past
May 9, 2002 - February 27, 2006
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
RIDGEWOOD, NJ
Past
April 28, 1997 - February 27, 2006
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
RIDGEWOOD, NJ
Past
June 23, 1993 - April 29, 1997
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
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".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/25/2018)
RR
Arkansas(12/13/2022)
RR
California(4/25/2018)
RR
Colorado(12/9/2022)
RR
Connecticut(4/25/2018)
RR
Delaware(4/25/2018)
RR
Florida(4/25/2018)
RR
Georgia(4/25/2018)
RR
Illinois(4/25/2018)
RR
Louisiana(4/25/2018)
RR
Maryland(4/25/2018)
RR
Massachusetts(4/25/2018)
RR
Michigan(8/5/2022)
RR
Minnesota(4/25/2018)
RR
Nevada(4/25/2018)
RR
New Jersey(4/25/2018)
IAR
New Jersey(4/27/2018)
RR
New York(4/25/2018)
RR
North Carolina(4/25/2018)
RR
Ohio(4/12/2024)
RR
Oregon(6/15/2023)
RR
Pennsylvania(4/25/2018)
RR
Rhode Island(4/25/2018)
RR
South Carolina(8/19/2021)
RR
Tennessee(6/26/2024)
RR
Texas(4/25/2018)
IAR
Texas(9/1/2023)
RR
Vermont(4/25/2018)
RR
Virginia(4/25/2018)
RR
Washington(6/26/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
