Robin Yacovetta, financial advisor Mableton GA

Robin Yacovetta

CRD Number: 3027947
Current Firm: Manning & Napier Advisors, LLC

Robin Yacovetta (CRD# 3027947) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Mableton, GA and has over 2 years of experience in the finance industry. Robin Yacovetta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Manning & Napier Investor Services, Inc. Fairport, NY Aug 2021 - Current 2
Manning & Napier Advisors, LLC Fairport, NY Aug 2021 - Current 2
Creative Planning, Inc. Atlanta, GA Oct 2020 - Aug 2021 < 1
Truewealth, LLC Atlanta, GA Jan 2019 - Sep 2020 1
Unemployed Charlotte, SC Sep 2018 - Jan 2019 < 1
Trust Company Of The South Charlotte, SC Jan 2008 - Sep 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2021
Contact Info for Robin C. Yacovetta
Phone Number: 585-325-6880
Registered State(s):
  • FL
  • GA
  • NY
By the Numbers
  • Total Assets Under Management
    18,487
    MILLIONS
  • Total Number of Accounts
    4,447
    ACCOUNTS
  • Average Account Value
    $4,157,209
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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