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Frank Joseph Lapinsky

Investment adviser representative at Ameriserv Wealth Advisors Inc
13 yearsExperience
1 stateRegistered in
$1.1BFirm assets
31 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Ameriserv Wealth Advisors IncAug 2012 to now
  2. West Chester Capital Advisors, Inc.Oct 2023 to Sep 2024
  3. West Chester Capital Advisors, Inc.Jan 2023 to Sep 2023
  4. West Chester Capital Advisors, Inc.Sep 2013 to Dec 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (PA).

Ameriserv Wealth Advisors Inc

$1.1BAssets managed
55Clients
4Advisers
31 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6040062
Firm CRD
105846
Advisor's SEC record (opens in a new tab)
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