YV
Yann P. Vessely
YORKMONT CAPITAL MANAGEMENT
AUSTIN, TX 78703
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CRD#: 6289720
YV
Professional summary
Yann Paul Vessely is a registered financial advisor currently at YORKMONT CAPITAL MANAGEMENT, LLC located in Austin, Texas.
Yann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Yann has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Yann Paul Vessely's 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®
NoneExperience
Current
January 22, 2014 - Present
YORKMONT CAPITAL MANAGEMENT, LLC
Office #1: 3202 Enfield Rd, Austin, TX 78703RIA
CRD#: 164599
AUSTIN, TX
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(1/22/2014)
Current Firm
YC
YORKMONT CAPITAL MANAGEMENT, LLC
YORKMONT CAPITAL MANAGEMENT, LLC
CRD#: 164599 / SEC#:
Texas
Registered Investment Advisory firm - (7/30/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3202 Enfield Rd, Austin, TX 78703
Mailing Address
Phone number
(512) 320-1920
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 50,787,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
