Serhiy
Zayats

Fragasso Financial Advisors

CRD#6682209
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Serhiy Zayats is a financial advisor working in Pittsburgh, Pennsylvania who has 2 years of industry experience. Zayats is an employee of Fragasso Financial Advisors. Throughout their career, Zayats has worked at Cim Investment Management, Thermo Fisher Scientific, H.J. Heinz Company, Millennium Torque And Tensioning, Student, University Of Pittsburgh, Rootstock Advisors, Greycourt, Bank Of Nwe York Mellon/Mellon Group and Fragasso Financial Advisors. Zayats holds a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Pennsylvania. Fragasso Financial Advisors is a company headquartered in Pittsburgh, PA. The company has offices in five locations and a total of 36 people on staff. It administers $2 billion in assets across its 5,076 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 30 charities and foundations. Of its 5,076 accounts, 20% are held by high-net-worth individuals who have greater than $1 million in assets. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fee types billed by Fragasso Financial Advisors can be comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

610 Smithfield Street Suite 400
Pittsburgh, PA 15222

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Fragasso Financial Advisors Brokerage Details

Total Assets Under Management

$1,787,815,842

PA Average: $15,833,994,310
Total Number of Employees

36

PA Average: 41
Total Number of Accounts

5,076

PA Average: 3,342
Average Account Size

$352,210

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Serhiy Zayats Work History

Serhiy has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Fragasso Financial Advisors

2021 - 2021 (< 1 year)

Bank Of Nwe York Mellon/Mellon Group

2020 - 2021 (1 year)

Greycourt

2019 - 2020 (1 year)

Rootstock Advisors

2015 - 2019 (4 years)

Cim Investment Management

2015 - 2015 (< 1 year)

Thermo Fisher Scientific

2015 - 2015 (< 1 year)

H.J. Heinz Company

2014 - 2014 (< 1 year)

Thermo Fisher Scientific

2013 - 2014 (1 year)

Student

2012 - 2013 (1 year)

Millennium Torque And Tensioning

2009 - 2014 (5 years)

University Of Pittsburgh

*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 Serhiy Zayats to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fragasso Financial Advisors

Michael Godwin
Pittsburgh, PA
Nicholas Redshaw
Pittsburgh, PA
Rachel Weaver
Pittsburgh, PA
Damien Gottschalk
Pittsburgh, PA
Brandon Schwan
Pittsburgh, PA
Leigh Fleming
Pittsburgh, PA
Andrew Silver
Bethel Park, PA
Robert Yelenovsky
Pittsburgh, PA

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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