Suzanne
Youles

E*Trade Capital Management, LLC

CRD#1190950
Investment Advisor
in Seattle, WA
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About this Advisor

Suzanne Youles is a certified financial planner in Seattle, Washington. Currently a registered investment advisor at E*Trade Capital Management, LLC, Youles has 17 years of experience as an investment advisor. Youles maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Youles can advise clients based out of Texas and Washington. Their career trajectory has included roles at Capital Insight Partners, LLC, Mcm Financial, Inc, Girard Securities, Inc, United Capital Financial Advisers, LLC, Foothill Securities Inc, E*Trade Securities LLC and E*Trade Capital Management LLC. E*Trade Capital Management, LLC is based out of Seattle, Washington, and has 33 other offices in the nation. The firm's total assets under management places it among the biggest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 29,958 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. E*Trade Capital Management, LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

1405 4Th Avenue
Seattle, WA 98101

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E*Trade Capital Management, LLC Brokerage Details

Total Assets Under Management

$5,444,881,787

WA Average: $7,464,549,021
Total Number of Accounts

29,958

WA Average: 3,892
Average Account Size

$181,751

WA Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Suzanne Youles Work History

Suzanne has 17 years of experience.

2012 - 2012 (0 years)

Capital Insight Partners, LLC

2012 - 2012 (0 years)

Foothill Securities Inc

2012 - Present (7 years)

E*Trade Securities LLC

2012 - Present (7 years)

E*Trade Capital Management LLC

2009 - 2012 (3 years)

Girard Securities, Inc

2008 - 2012 (4 years)

United Capital Financial Advisers, LLC

2001 - 2008 (7 years)

Mcm Financial, Inc

Disclosures

Suzanne Youles has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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