Yann Rousset, financial advisor Zurich

Yann Rousset

CRD Number: 5128378
Current Firm: Pilotage Private Wealth Ag

Yann Rousset (CRD# 5128378) is an Investment Advisor Representative working at Pilotage Private Wealth Ag in Zurich, and has over 14 years of experience in the finance industry.

Company Name Location Dates Years
Pilotage Private Wealth Ag Zurich, Dec 2013 - Current 10
Pilotage Wealth Management Ag Pfaffikon, Schwyz, Sep 2009 - Dec 2016 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2009
Contact Info for Yann Rousset
Phone Number: 41-43-5081717
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    150
    MILLIONS
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $1,374,245
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, FL, NY, TX

Ready to hire a financial advisor? Get competitive proposals from Yann Rousset and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.