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Brian Lewis Yates

PITTSBURGH FINANCIAL PLANNERS, INC.·BRIDGEVILLE, Pennsylvania
Unclaimed Profile
1195 WASHINGTON PIKE, BRIDGEVILLE, PA 15017CRD# 2386154Firm CRD# 14155
01

About

Brian Lewis Yates is a registered financial advisor based in BRIDGEVILLE, Pennsylvania, affiliated with PITTSBURGH FINANCIAL PLANNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PITTSBURGH FINANCIAL PLANNERS, INC.
PITTSBURGH FINANCIAL PLANNERS, INC.
AUM
$137M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PITTSBURGH FINANCIAL PLANNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER MANAGEMENT BY OTHER MONEY MANAGERS
Regulatory
SEC/IARD CRD# 2386154
Firm CRD# 14155
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in BRIDGEVILLE
John Joseph Waldron — WALDRON PRIVATE WEALTH, LLCMatthew Alan Helfrich — WALDRON PRIVATE WEALTH, LLCRoger Albert Raulin — RAULIN INC.Justin Brooks Lauver — RAULIN INC.Benjamin Michael Greenfeld — WALDRON PRIVATE WEALTH, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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