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Barry Yankelevitz

Ausdal Financial Partners, INC.
37 Years of Experience
Boynton Beach, FL
1 DisclosureBroker
View SEC Summary
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Barry Yankelevitz is a registered investment advisor at Ausdal Financial Partners, INC., based in Boynton Beach, FL, with 37 years of industry experience. Barry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.

Ausdal Financial Partners, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$225K average
Assets Under Management
$3.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Boynton Beach, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2012
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Barry is a CPA and sole proprietor of a tax preparation business since 1989. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Ausdal Financial Partners, INC.
December 2024 - Present · 1 yr 10 mos
Ausdal Financial Partners, INC.Broker
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Osaic Wealth, INC.Broker
October 2024 - December 2024 · 2 mos
Osaic Wealth, INC.
October 2024 - December 2024 · 2 mos
American Portfolios Advisors, INC
July 2010 - October 2024 · 14 yrs 3 mos
American Portfolios Financial Services, INC.Broker
July 2010 - October 2024 · 14 yrs 3 mos
Questar Asset Management, INC.
January 2005 - June 2010 · 5 yrs 5 mos
Questar Capital Corporation
October 1998 - December 2005 · 7 yrs 2 mos
Questar Capital CorporationBroker
August 1997 - June 2010 · 12 yrs 10 mos
Mariner Financial Services, INC.Broker
February 1995 - August 1997 · 2 yrs 6 mos
Advantage Capital CorporationBroker
January 1992 - December 1994 · 2 yrs 11 mos
Northwestern Mutual Investment Services, INC.Broker
January 1992 - February 1992 · 1 mo
Ampal Securities CorporationBroker
August 1986 - September 1989 · 3 yrs 1 mo
State Registrations6 states
AZFLNJNYPASC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Barry Yankelevitz - Financial Advisor | TrueAdvisor