Frank J. Lapinsky

AMERISERV WEALTH ADVISORS

JOHNSTOWN, PA 15901-1911

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CRD#: 6040062

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".

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)

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: 8/14/2012

Uniform Investment Adviser Law Examination

Current Firm

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)

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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

SEC notice filing (1 States and Territories)

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 Accounts	1,124
AUM (Assets Under Management)	$ 1,056,593,704

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/10/2025	Cover Page	Report
11/18/2024	Cover Page	Report
10/18/2023	Cover Page	Report

Red Flags

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Firm Stability Insights

Frank J. Lapinsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Joseph Lapinsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERISERV WEALTH ADVISORS INC

Primary Firm SEC Registration

AMERISERV WEALTH ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/14/2012

Current Firm

AMERISERV WEALTH ADVISORS INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERISERV WEALTH ADVISORS INC

TRUST BUT VERIFY

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