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Michael R. Yuille
HOXTON WEALTH USA LLC
Puybegon,
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CRD#: 7636131
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Professional summary
Michael Richard Yuille, who also goes by Michael Yuille, is a registered financial advisor currently at HOXTON WEALTH USA LLC .
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Yuille
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.
(1) 08/2016 Northern Cross Wealth Management (Pty.); Managing Director; South Africa, Cape Town; Investment Related; Financial Firm manages portfolios on behalf of international high net-worth clients; 25 Hours/month; 5 Hours/during trading hours; management of the advisory team/developing the brand by recruiting, training and motivating new members to the team. (2) 02/2021 Hoxton Capital Management FZE ; Partner; Dubai, United Arab Emirates; Investment Related; Financial services including the promotion of financial investment opportunities; 20 Hours/month; 4 Hours/during trading hours; advising and managing a world-wide client base, mostly in UK and Europe. Financial planning for expats
CRS (Client Relationship Summary) - RIA
Click below to view Michael Richard Yuille'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
October 25, 2022 - Present
HOXTON WEALTH USA LLC
RIA
CRD#: 307387
Puybegon,
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".
HW
HOXTON WEALTH USA LLC
HOXTON CAPITAL MANAGEMENT | HOXTON WEALTH USA LLC | HOXTON WEALTH | HOXTON CAPITAL USA | HOXTON CAPITAL MANAGEMENT USA, LLC | HOXTON CAPITAL MANAGEMENT USA LLC
CRD#: 307387 / SEC#: 801-123553
RIA
Registered Investment Advisory firm - (3/29/2022 Approved)California
Registered Investment Advisory firm - (5/4/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/4/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/12/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/12/2022 Terminated)Texas
Registered Investment Advisory firm - (8/30/2022 Terminated)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(10/25/2022)
Current Firm
HW
HOXTON WEALTH USA LLC
HOXTON CAPITAL MANAGEMENT | HOXTON WEALTH USA LLC | HOXTON WEALTH | HOXTON CAPITAL USA | HOXTON CAPITAL MANAGEMENT USA, LLC | HOXTON CAPITAL MANAGEMENT USA LLC
CRD#: 307387 / SEC#: 801-123553
RIA
Registered Investment Advisory firm - (3/29/2022 Approved)California
Registered Investment Advisory firm - (5/4/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/4/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/12/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/12/2022 Terminated)Texas
Registered Investment Advisory firm - (8/30/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 Hudson Street 21st Floor, Jersey City, NJ 07302
Mailing Address
111 Congress Ave Suite 500, Austin, TX 78701
Phone number
(737) 249-9620
Established
Firm type
Fiscal year end
# of Employees
74
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,150 |
| AUM (Assets Under Management) | $ 469,959,308 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
