Serhiy Zayats
Investment adviser representative at Fragasso Financial Advisors
6 yearsExperience
1 stateRegistered in
$2.8BFirm assets
14 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
6 years in the industry.
- Fragasso Financial AdvisorsJun 2021 to now
- Bank of Nwe York Mellon/mellon GroupFeb 2021 to Jun 2021
- GreycourtJul 2020 to Feb 2021
- UnemployedApr 2020 to Jun 2020
- Rootstock AdvisorsAug 2019 to Mar 2020
- Cim Investment ManagementSep 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Fragasso Financial Advisors
Legal name: Fragasso Financial Advisors Inc.
$2.8BAssets managed
2,205Clients
25Advisers
14 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
- 6682209
- Firm CRD
- 123255