Unclaimed Profile

Brian Lewis Yates

PITTSBURGH FINANCIAL PLANNERS, INC.·BRIDGEVILLE, Pennsylvania

SIE, Series 7, Series 11, Series 31, Series 55, Series 63, Series 65Clean record22 years registeredPITTSBURGH FINANCIAL PLANNERS, INC.

1195 WASHINGTON PIKE, BRIDGEVILLE, PA 15017CRD# 2386154Firm CRD# 14155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Lewis Yates · BRIDGEVILLE, PA

Registration

CRD #2386154 · PITTSBURGH FINANCIAL PLANNERS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

ASSET ONE WEALTH MANAGEMENT, LLC

Apr 2026 – present

PITTSBURGH FINANCIAL PLANNERS, INC.

May 2016 – Mar 2026

BRIDGEVILLE, PA

MUHLENKAMP & CO INC

Nov 2009 – May 2016

WEXFORD, PA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Aug 2004 – Feb 2005

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 11

Series 31

Series 55

Series 63

Series 65

Registration record

First registered · August 2, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PITTSBURGH FINANCIAL PLANNERS, INC.

CRD 14155 · SEC 801-123722

AUM

$137M

Regulatory assets under management

Employees

437 client accounts

Services offered by PITTSBURGH FINANCIAL PLANNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PITTSBURGH FINANCIAL PLANNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Brian Lewis Yates offer?

Brian Lewis Yates specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRIDGEVILLE, Pennsylvania for a consultation.

What are Brian Lewis Yates's credentials?

Brian Lewis Yates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Lewis Yates located?

Brian Lewis Yates is based in BRIDGEVILLE, Pennsylvania, working with PITTSBURGH FINANCIAL PLANNERS, INC.. Their office serves clients in the BRIDGEVILLE metropolitan area and surrounding communities.

How does Brian Lewis Yates charge for services?

Brian Lewis Yates's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under management by other money managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PITTSBURGH FINANCIAL PLANNERS, INC.?

PITTSBURGH FINANCIAL PLANNERS, INC. has approximately 6 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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