E*Trade Capital Management, LLC
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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
Years of Experience
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E*Trade Capital Management, LLC Brokerage Details
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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.
Capital Insight Partners, LLC
Foothill Securities Inc
E*Trade Securities LLC
E*Trade Capital Management LLC
Girard Securities, Inc
United Capital Financial Advisers, LLC
Mcm Financial, Inc
Suzanne Youles has disclosures.
Please visit their SEC profile for more details.