Best Investors Account Sign in
Inactive

Frank L Washelesky

Citrin Cooperman Wealth Management, LLC

Largo, FL

New York, NY

Chicago, IL

CRD 6987733

Claim This Profile
Employer firm

Citrin Cooperman Wealth Management, LLC CRD 317528

$1.70B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • CONSOLIDATED REPORTING

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

Current Employers
Citrin Cooperman Wealth Management, Llc

50 Rockefeller Plaza, New York, NY 10020 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-08
IL RA APPROVED 2025-11-25
  • FL RA
    APPROVED
    Since 2025-12-08
  • IL RA
    APPROVED
    Since 2025-11-25

Branch Locations

Largo, FL • United States

50 Rockefeller Plaza, New York, NY 10020 • United States

Chicago, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ostrow Reisin Berk & Abrams, Ltd. Chicago IL 07/1995 09/2025
Orba Wealth Advisors, Llc Chicago IL 08/2018 10/2025
Citrin Cooperman Wealth Management, Llc Chicago IL 10/2025 Present
Previous Registrations
Designations
  • Personal Financial Specialist
Other Names
  • Frank Washelesky
  • Frank Lawrence Washelesky

View on SEC IAPD

More in Largo, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor