Alan Harry Mandeloff

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 11/2025
  Apexium Financial Lp
  Philadelphia, PA
• 11/2025 → Present
  United Capital Financial Advisors, Llc
  Irving, TX
• 11/2007 → Present
  Citrin Cooperman & Co.
  Philadelphia, PA

Previous Registrations

• 2017-04-24 → 2025-12-04
  Apexium Financial Lp
  Philadelphia, PA
• 2009-03-13 → 2016-12-31
  Citrin Cooperman Wealth Management, Lp
  New York, NY
• 1994-12-04 → 2008-12-31
  Ymsr Advisors, Inc.
  Philadelphia, PA

Other Businesses

1. EAST COAST FINANCIAL, LP; INVESTMENT RELATED; PHILADELPHIA, PA; INVESTMENT COMPANY; OWNER; 10 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS; PORTFOLOIO MANAGEMENT AND OVERSIGHT. 2. PHILADELPHIA REALTY INVESTMENTS LP; INVESTMENT RELATED; WYNNEWOOD, PA; INVESTMENT COMPANY; OWNER; AUG 1999; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; GENERAL MANAGMENT. 3. YMSR ADVISORS, INC; INVESTMENT RELATED; PHILADELPHIA, PENNSYLVANIA; INVESTMENT COMPANY; OWNER; NOV 1993; 1 HOUR PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; FINANCIAL RESPONSIBILITY. 4. DURABLE POWER OF ATTORNEY; INVESTMENT RELATED; PHILADELPHIA, PENNSYLVANIA; DURABLE POWER OF ATTORNEY; START DATE: MARCH 2019; 2 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; FINANCIAL RESPONSIBILITY 5. 9.PERSONAL TRUST; INVESTMENT RELATED; PHILADELPHIA, PA; CO-TRUSTEE; JAN 2000; 1 HOUR PER MONTH; 1 HOURS DURING SECURITIES TRADINING HOURS; FINANCIAL RESPONSIBILITY, CONTROL OF BROKERAGE ACCOUNT; PROVIDING INVESTMENT ADVICE AND RECOMMENDATIONS. 6.9.PERSONAL TRUST; INVESTMENT RELATED; PHILADELPHIA, PA; CO-TRUSTEE; APRIL 2018; 1 HOUR PER MONTH; 1 HOURS DURING SECURITIES TRADINING HOURS; FINANCIAL RESPONSIBILITY, CONTROL OF BROKERAGE ACCOUNT; PROVIDING INVESTMENT ADVICE AND RECOMMENDATIONS. 7. 9.PERSONAL TRUST; INVESTMENT RELATED; PHILADELPHIA, PA; CO-TRUSTEE; AUG 2013; 1 HOUR PER MONTH; 1 HOURS DURING SECURITIES TRADINING HOURS; FINANCIAL RESPONSIBILITY, CONTROL OF BROKERAGE ACCOUNT; PROVIDING INVESTMENT ADVICE AND RECOMMENDATIONS. 8. 9.PERSONAL TRUST; INVESTMENT RELATED; PHILADELPHIA, PA; CO-TRUSTEE; AUG 2016; 1 HOUR PER MONTH; 1 HOURS DURING SECURITIES TRADINING HOURS; FINANCIAL RESPONSIBILITY, CONTROL OF BROKERAGE ACCOUNT; PROVIDING INVESTMENT ADVICE AND RECOMMENDATIONS. 9.PERSONAL TRUST; INVESTMENT RELATED; PHILADELPHIA, PA; CO-TRUSTEE; FEB 2013; 1 HOUR PER MONTH; 1 HOURS DURING SECURITIES TRADINING HOURS; FINANCIAL RESPONSIBILITY, CONTROL OF BROKERAGE ACCOUNT; PROVIDING INVESTMENT ADVICE AND RECOMMENDATIONS. 10. PERSONAL TRUST; INVESTMENT RELATED; PHILADELPHIA, PA; CO-TRUSTEE; AUG 2020; 1 HOUR PER MONTH; 1 HOURS DURING SECURITIES TRADINING HOURS; FINANCIAL RESPONSIBILITY, CONTROL OF BROKERAGE ACCOUNT; PROVIDING INVESTMENT ADVICE AND RECOMMENDATIONS.

Designations

• Certified Financial Planner

Other Names

• Alan H. Mandeloff