Susan
Yerkey
Usca Asset Management LLC
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About this Advisor
Susan Yerkey is a financial advisor operating out of Houston, Texas who has 1 year of relevant experience. Yerkey is currently employed by Usca Asset Management LLC. Over the course of their career, Yerkey has held roles at Usca Ria LLC, Usca Securities LLC, U.S. Capital Wealth Advisors, LLC, Usca Asset Management and Piton Investment Management Lp. Yerkey has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in Texas. Usca Asset Management LLC is a financial advisory company operating out of Houston, TX. It controls $258 million in assets under management between its 25 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides a set of services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees for financial management typically are based on which services the firm provides the client. Fees charged by Usca Asset Management LLC can consist of some combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Usca Asset Management LLC Brokerage Details
$258,228,310
9
25
$10,329,132
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Susan Yerkey Work History
Susan has been registered as a financial advisor for 1 years.*
Usca Asset Management
U.S. Capital Wealth Advisors, LLC
Piton Investment Management Lp
Usca Securities LLC
Usca Ria LLC
*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 Susan Yerkey 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 Usca Asset Management LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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