Alexey
Caswell-Yatsenko
Rhs Financial, LLC
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About this Advisor
Alexey Caswell-Yatsenko is a certified financial planner and chartered financial analyst working in San Francisco, California, with 5 years of industry experience. Caswell-Yatsenko is an employee of Rhs Financial, LLC. The advisor has gained experience at Charles Schwab & Co., Inc, American Valet, Flooved, Charles Schwab Bank, North Star Resource Group, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors and Rhs Financial, LLC. Caswell-Yatsenko holds Series 66 and Series 63 licenses, certifying them as a securities broker, and is able to advise clients in California. Rhs Financial, LLC is a registered investment firm headquartered in San Francisco, CA. The firm has offices in two locations and just three financial advisors. It has $165 million in assets under management between its 525 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 525 customer accounts, 39% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely depend on which services the firm provides the client. However, fee types charged by Rhs Financial, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rhs Financial, LLC Brokerage Details
$165,334,041
3
525
$314,922
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Alexey Caswell-Yatsenko Work History
Alexey has been registered as a financial advisor for 5 years.*
Rhs Financial, LLC
Fidelity Personal And Workplace Advisors
Charles Schwab Bank
Fidelity Brokerage Services LLC
Charles Schwab & Co.,Inc
American Valet
North Star Resource Group
Flooved
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexey Caswell-Yatsenko 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 Rhs Financial, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.