Wade Yasuda, financial advisor Kailua Kona HI
93 score

Wade Yasuda

CRD Number: 5554858
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wade Yasuda (CRD# 5554858) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kailua Kona, HI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Hilo, HI Jan 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilo, HI Oct 2011 - Current 5
Strategic Development Investments Los Angeles, CA Jun 2007 - Sep 2011 4
Roll & Ross Asset Management Culver City, CA Mar 1996 - Mar 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Wade Y. Yasuda
Phone Number: 800-637-7455
Registered State(s):
  • HI
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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