Michael A. Yasin
Professional summary
Michael Abdalla Yasin, who also goes by Michael Abdalla Yasin, Mike Abdalla Yasin, Michael Yasin, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Novato, California and FIDELITY BROKERAGE SERVICES LLC located in Larkspur, California.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Michael has worked at 13 firms and has passed the Series 65, Series 66, Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Abdalla Yasin's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 601 Larkspur Landing Circle, Larkspur, CA 94939Office #3: 1000 4th Street, San Rafael, CA 94901July 15, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 601 Larkspur Landing Circle, Larkspur, CA 94939Office #2: 1000 4th Street, San Rafael, CA 94901October 28, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 1, 2022 - February 7, 2023
PERSHING ADVISOR SOLUTIONS LLC
May 16, 2011 - February 7, 2023
PERSHING LLC
September 22, 2008 - December 10, 2008
BARCLAYS CAPITAL INC.
July 31, 2007 - September 22, 2008
LEHMAN BROTHERS INC.
August 10, 2004 - April 25, 2007
INTERACTIVE BROKERS CORP.
April 19, 2000 - August 3, 2004
J.P. MORGAN CLEARING CORP.
April 19, 2000 - August 3, 2004
J.P. MORGAN SECURITIES LLC
July 30, 1999 - March 7, 2000
CITIGROUP GLOBAL MARKETS INC.
February 19, 1999 - May 18, 1999
MORGAN STANLEY DEAN WITTER ONLINE INC.
December 2, 1998 - January 4, 1999
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/15/2024)
(3/31/2025)
(2/7/2025)
(2/7/2025)
(9/19/2024)
(3/31/2025)
(2/20/2025)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
