Unclaimed Profile

Adam Gregory Yofan

ALPERN WEALTH MANAGEMENT, LLC·PITTSBURGH, Pennsylvania

SIE, Series 7, Series 31, Series 63, Series 65Clean record20 years registeredALPERN WEALTH MANAGEMENT, LLC

TWO GATEWAY CENTER, PITTSBURGH, PA 15222CRD# 4392395Firm CRD# 165268

Profile Verification

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

Identity

Adam Gregory Yofan · PITTSBURGH, PA

Registration

CRD #4392395 · ALPERN WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Mar 2019 – Nov 2024

PITTSBURGH, PA

ALPERN WEALTH MANAGEMENT, LLC

Sep 2012 – Feb 2019

PITTSBURGH, PA

LPL FINANCIAL LLC

Sep 2005 – Mar 2013

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · September 19, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALPERN WEALTH MANAGEMENT, LLC

CRD 165268 · SEC 801-77147

AUM

$187M

Regulatory assets under management

Employees

289 client accounts

Services offered by ALPERN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALPERN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Gregory Yofan offer?

Adam Gregory Yofan specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Adam Gregory Yofan's credentials?

Adam Gregory Yofan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Gregory Yofan located?

Adam Gregory Yofan is based in PITTSBURGH, Pennsylvania, working with ALPERN WEALTH MANAGEMENT, LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Adam Gregory Yofan charge for services?

Adam Gregory Yofan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of client net worth/annual income; solicitor/referral. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALPERN WEALTH MANAGEMENT, LLC?

ALPERN WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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