Serhiy
Zayats

Fragasso Financial Advisors

CRD#6682209
Investment Advisor
in Sewickley, PA

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About this Advisor

Serhiy Zayats is a financial advisor based in Sewickley, Pennsylvania, working with Fragasso Financial Advisors. Serhiy has previously held positions at Cim Investment Management, Thermo Fisher Scientific, H.J. Heinz Company, Rootstock Advisors, Greycourt, Bank Of New York Mellon/Mellon Group, and Fragasso Financial Advisors. Serhiy has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Serhiy is part of Fragasso Financial Advisors, which operates out of Sewickley, Pennsylvania. The firm has 3 offices and 33 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Fragasso Financial Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65

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

2200 Georgetown Drive Suite 302
Sewickley, PA 15143

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Fragasso Financial Advisors Brokerage Details

Total Assets Under Management

$2,143,563,108

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

33

PA Average: 41
Total Number of Accounts

5,278

PA Average: 3,342
Average Account Size

$406,132

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

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

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

Serhiy Zayats
Sewickley, PA
Andrew Silver
Canonsburg, PA
Nicholas Redshaw
Sewickley, PA
Rachel Weaver
Sewickley, PA
Michael Godwin
Sewickley, PA
Robert Yelenovsky
Sewickley, PA
Brandon Schwan
Sewickley, PA
Leigh Fleming
Sewickley, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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