RY
Robert J. Yelenovsky
FRAGASSO FINANCIAL ADVISORS
Sewickley, PA 15143
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CRD#: 5788999
RY
Professional summary
Robert James Yelenovsky, AIF®, who also goes by Robert Hawke, is a registered financial advisor currently at FRAGASSO FINANCIAL ADVISORS located in Sewickley, Pennsylvania and PRIVATE CLIENT SERVICES, LLC located in Pittsburgh, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Robert has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Hawke
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) FRAGASSO FINANCIAL ADVISORS. 2200 GEORGETOWN DRIVE, SUITE 302, SWICKLEY, PA 15143. DBA NAME. SENIOR VICE PRESIDENT AND MANAGER. 160 HOURS/MO; 130 DURING TRADING HOURS. 2) FRAGASSO FINANCIAL ADVISORS. 2200 GEORGETOWN DRIVE, SUITE 302, SWICKLEY, PA 15143. REGISTERED INVESTMENT ADVISOR. SENIOR VICE PRESIDENT AND MANAGER. 120 HOURS/MO; 100 DURING TRADING HOURS. 3) INDEPENDENT INSURANCE AGENT. 651 HOLIDAY DRIVE, PLAZA 5, SUITE 40, PITTSBURGH, PA 15220. 5 HOURS/MO; 2 DURING TRADING HOURS. 4) MARINE COPRS SCHOLARSHIP FOUNDATION STEEL CITY AWARDS DINNER COMMITTEE. 909 N. WASHINGTON STREET, STE 400, ALEXANDRIA, VA 22314. PROVIDER OF NEEDS-BASED SCHOLARSHIPS TO MILITARY CHILDERN. NON-PROFIT COMMITTEE MEMBER-DINNER FUNDRAISER FOR MCSF ORGANIZATION. 4 HOURS/MO; 2 DURING TRADING HOURS. 5) SANDHILL CRANE PARTNERS LLC. 1001 RAYMOND DRIVE OAKDALE, PA 15071. BUSINESS ESTABLISHED TO HOLD REAL ESTATE FOR NOW CLOSED ASSISTED LIVING FACILITY. PROPERTY WILL BE WOLD AND THE COMPANY WILL BE DISSOLVED. 50% MEMBER. POSITION AS SECRETARY AND TREASURER. ONLY ACTIVITY IS TO ASSIST WITH SALE OF REAL ESTATE AND DISSOLUTION OF ENTITY. 2 HRS/MO; 0 DURING TRADING HRS. 6) THE INVESTMENT ADVISORY GROUP, LLC. 651 HOLIDAY DRIVE, PLAZA 5, SUITE 400, PITTSBURGH, PA 15220. REGISTERED INVESTMENT ADVISOR, HYBRID. MEMBER, EVP. IN ADDITION TO MANAGEMENT OF THE BUSINESS, ADVISE CLIENT ON FINANCIAL PLANNING, INCLUDING INVESTMENTS AND INSURANCE. 160 HOURS/MO; 120 DURING TRADING HOURS. 7) SANDHILL CRANE PARTNERS, LLC DBA MARY ANN ANOR. 1001 RAYMOND DRIVE, OAKDALE, PA 15071. BUSINESS OPERATED AS AN ASSISTED LIVING FACILITY THAT CLOSED ITS DOORS IN 12/2020. COMPANY WILL BE DISSOLVED. 50% MEMBER. POSITION AS SECRETARY AND TREASURER. ONLY ACTIVITY IS TO ASSIT WITH DISSOLUTION OF THE COMPANY. 16 HRS/MO; 2 DURING TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Robert James Yelenovsky'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®
Experience
Current
January 29, 2015 - Present
FRAGASSO FINANCIAL ADVISORS
Office #1: 2200 Georgetown Drive Suite 302, Sewickley, PA 15143RIA
CRD#: 123255
Sewickley, PA
Current
August 2, 2018 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 651 Holiday Drive, Plaza 5 Suite 400, Pittsburgh, PA 15220RIA
BD
CRD#: 120222
Pittsburgh, PA
Past
May 23, 2014 - August 3, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
PITTSBURGH, PA
Past
May 17, 2013 - May 29, 2014
WADDELL & REED
RIA
CRD#: 866
PITTSBURGH, PA
Past
May 17, 2013 - May 29, 2014
WADDELL & REED
BD
CRD#: 866
PITTSBURGH, PA
Past
July 30, 2010 - June 13, 2013
MORGAN STANLEY
RIA
CRD#: 149777
PITTSBURGH, PA
Past
July 5, 2010 - June 13, 2013
MORGAN STANLEY
BD
CRD#: 149777
PITTSBURGH, PA
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".
FRAGASSO FINANCIAL ADVISORS
CARTER CAPITAL STRATEGIES | THE INVESTMENT ADVISORY GROUP | THE FRAGASSO GROUP INC. | SUTHERLAND WEALTH MANAGEMENT | FRAGASSO RETIREMENT PLAN ADVISORS | FRAGASSO NONPROFIT INVESTMENT ADVISORS | FRAGASSO INVESTMENT ADVISORS | FRAGASSO FINANCIAL ADVISORS INC. | FRAGASSO FINANCIAL ADVISORS | DANKO FINANCIAL LLC
CRD#: 123255 / SEC#: 801-77097
RIA
Registered Investment Advisory firm - (9/12/2012 Approved)Pennsylvania
Registered Investment Advisory firm - (9/19/2012 Terminated)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
California(1/3/2022)
RR
Colorado(1/3/2022)
RR
Florida(8/2/2018)
RR
Georgia(10/7/2019)
RR
Illinois(1/5/2022)
RR
Kansas(10/7/2024)
RR
Maryland(12/5/2019)
RR
Massachusetts(10/7/2019)
RR
Missouri(6/1/2020)
RR
New York(1/3/2022)
RR
North Carolina(8/28/2019)
RR
Ohio(10/7/2019)
RR
Oregon(6/7/2021)
IAR
Pennsylvania(1/29/2015)
RR
Pennsylvania(8/2/2018)
RR
South Carolina(10/7/2019)
IAR
Texas(1/29/2015)
RR
Virginia(8/2/2018)
RR
West Virginia(8/2/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FRAGASSO FINANCIAL ADVISORS
CARTER CAPITAL STRATEGIES | THE INVESTMENT ADVISORY GROUP | THE FRAGASSO GROUP INC. | SUTHERLAND WEALTH MANAGEMENT | FRAGASSO RETIREMENT PLAN ADVISORS | FRAGASSO NONPROFIT INVESTMENT ADVISORS | FRAGASSO INVESTMENT ADVISORS | FRAGASSO FINANCIAL ADVISORS INC. | FRAGASSO FINANCIAL ADVISORS | DANKO FINANCIAL LLC
CRD#: 123255 / SEC#: 801-77097
RIA
Registered Investment Advisory firm - (9/12/2012 Approved)Pennsylvania
Registered Investment Advisory firm - (9/19/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2200 Georgetown Drive Suite 302, Sewickley, PA 15143
Mailing Address
Phone number
(412) 227-3200
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,442 |
| AUM (Assets Under Management) | $ 2,422,371,738 |
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.
