Yann Rousset

PILOTAGE PRIVATE WEALTH AG

ZURICH, 8001

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CRD#: 5128378

Professional summary

Yann Rousset is a registered financial advisor currently at PILOTAGE PRIVATE WEALTH AG .

Yann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Yann has worked at 4 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yann Rousset's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 26, 2017 - Present

PILOTAGE PRIVATE WEALTH AG

Office #1: Lowenstrasse 40, Zurich 8001

RIA

CRD#: 169908

ZURICH,

Past

December 2, 2011 - December 31, 2016

PILOTAGE WEALTH MANAGEMENT AG

RIA

CRD#: 153149

GENEVA,

Past

November 30, 2007 - July 24, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 22, 2007 - August 21, 2007

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PILOTAGE PRIVATE WEALTH AG

MASECO PRIVATE ASSETS AG | PILOTAGE PRIVATE WEALTH AG

CRD#: 169908 / SEC#: 801-79148

RIA

Registered Investment Advisory firm - (2/24/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/26/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/6/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 5/21/2007

General Securities Representative Examination

Current Firm

PILOTAGE PRIVATE WEALTH AG

MASECO PRIVATE ASSETS AG | PILOTAGE PRIVATE WEALTH AG

CRD#: 169908 / SEC#: 801-79148

RIA

Registered Investment Advisory firm - (2/24/2014 Approved)

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Contact information

Main Address

Tödistrasse 48, Zurich 8002

Mailing Address

Phone number

41-43-5081717

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (10/31/2025)

Regulatory assets under management

Total Number of Accounts	104
AUM (Assets Under Management)	$ 175,385,204

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.

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Yann Rousset

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yann Rousset's CRS (Customer Relationship Summary).

Certified licenses

Experience

PILOTAGE PRIVATE WEALTH AG

PILOTAGE WEALTH MANAGEMENT AG

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

PILOTAGE PRIVATE WEALTH AG

State Registrations and Notice Filings

Exams

Series 65

Date: 8/6/2009

Series 7

Date: 5/21/2007

Current Firm

PILOTAGE PRIVATE WEALTH AG

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PILOTAGE PRIVATE WEALTH AG

TRUST BUT VERIFY

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