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FL

Frank J. Lapinsky

AMERISERV WEALTH ADVISORS
JOHNSTOWN, PA 15901-1911
Some features on this profile are disabled
CRD#: 6040062
FL

Professional summary

Frank Joseph Lapinsky, AIF® is a registered financial advisor currently at AMERISERV WEALTH ADVISORS INC located in Johnstown, Pennsylvania.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Frank has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Joseph Lapinsky'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

August 15, 2012 - Present

AMERISERV WEALTH ADVISORS INC

Office #1: 216 Franklin Street, Johnstown, PA 15901-1911
RIA
CRD#: 105846
JOHNSTOWN, 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".
AW
AMERISERV WEALTH ADVISORS INC
AMERISERV WEALTH ADVISORS INC | WEST CHESTER CAPITAL ADVISORS, INC. | WEST CHESTER CAPITAL ADVISORS INC

CRD#: 105846 / SEC#: 801-47835

RIA
Registered Investment Advisory firm - (11/14/1994 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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(8/15/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/14/2012
Uniform Investment Adviser Law Examination

Current Firm

AW
AMERISERV WEALTH ADVISORS INC
AMERISERV WEALTH ADVISORS INC | WEST CHESTER CAPITAL ADVISORS, INC. | WEST CHESTER CAPITAL ADVISORS INC

CRD#: 105846 / SEC#: 801-47835

RIA
Registered Investment Advisory firm - (11/14/1994 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
216 Franklin Street, Johnstown, PA 15901-1911
Mailing Address
Phone number
(814) 533-5338
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025.03 AMERISERV WEALTH ADVISORS BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,124
AUM (Assets Under Management)$ 1,056,593,704

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/10/2025
Cover Page
Report
11/18/2024
Cover Page
Report
10/18/2023
Cover Page
Report

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.

Company Information

AMERISERV WEALTH ADVISORS INC

CRD#: 105846Johnstown, PA 15901-1911

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