Adrianne
Yamaki
Strategic Wealth Capital
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About this Advisor
Adrianne Yamaki is a financial advisor based in San Francisco, California, working with Strategic Wealth Capital. Adrianne has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Strategic Wealth Capital, and Sanctuary Wealth. Adrianne has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California, New York, Texas, and Virginia. Currently, Adrianne is part of Strategic Wealth Capital, which operates out of San Francisco, California. The firm has 5 employees and manages assets totaling $178.9 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Strategic Wealth Capital includes asset-based and fixed fees.
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Strategic Wealth Capital Brokerage Details
$178,930,538
5
289
$619,137
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Adrianne Yamaki Work History
Strategic Wealth Capital
Sanctuary Wealth
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Adrianne Yamaki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Wealth Capital
San Francisco, CA
San Francisco, CA
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