Robert
Yevchak
Kestra Private Wealth Services, LLC
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About this Advisor
Robert Yevchak is a financial advisor who works in Paramus, New Jersey with a total of 5 years of relevant experience. Yevchak works at Kestra Private Wealth Services, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Kestra Financial Securities, Inc and Kestra Private Wealth Services. Yevchak maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. Kestra Private Wealth Services, LLC is an advisory company operating out of Austin, TX. The company has offices in 42 locations and a total of 119 financial advisors. It oversees $5 billion in assets under management among its 14,374 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 15 charities and foundations. Of its 14,374 client accounts, 23% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Kestra Private Wealth Services, LLC provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually are based on the financial services offered. Fees charged by Kestra Private Wealth Services, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$4,480,017,320
119
14,374
$311,675
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Yevchak Work History
Robert has been registered as a financial advisor for 5 years.*
Kestra Financial Securities, Inc
Kestra Private Wealth Services
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Yevchak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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