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Brian Lewis Yates

President And Chief Compliance OfficerPittsburgh Financial Planners, Inc.CRD 2386154

About Brian Lewis Yates

Brian Lewis Yates is listed as President And Chief Compliance Officer at Pittsburgh Financial Planners, Inc. in Bridgeville, PA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Pittsburgh Financial Planners, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian Lewis Yates work?

Brian Lewis Yates is listed as President And Chief Compliance Officer at Pittsburgh Financial Planners, Inc. on SEC Form ADV.

How much of Pittsburgh Financial Planners, Inc. does Brian Lewis Yates own?

Form ADV reports a beneficial ownership band of 50-75%.

Pittsburgh Financial Planners, Inc.

TitlePresident And Chief Compliance Officer
Ownership50-75%
Control personYes
Since2016
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