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Ayesha Yasin

27 Years of Experience
Miami, FL
1 DisclosureBroker

Ayesha Yasin is a registered investment advisor at RBC Capital Markets, LLC, based in Miami, FL, with 27 years of industry experience. Ayesha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

801 Brickell Avenue, Suite 2100, Miami, FL, 33131

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2012
Other Business Activities

Ayesha was a partner and non-passive investor in Cate Street Capital, an alternative energy company, until 2017. She is also a board member for the Alzheimer's Association, dedicating a few hours per week to raising awareness and funds, and owns a rental property in London, spending minimal time on it.

Employment History
Current Registrations
RBC Capital Markets, LLC
November 2012 - Present · 13 yrs 8 mos
RBC Capital Markets, LLCBroker
November 2012 - Present · 13 yrs 8 mos
RBC Capital Markets, LLC
November 2012 - Present · 13 yrs 8 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - November 2012 · 3 yrs 5 mos
Morgan Stanley
June 2009 - November 2012 · 3 yrs 5 mos
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2005 - March 2009 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2005 - March 2009 · 3 yrs 11 mos
Citigroup Global Markets INC.
July 2000 - May 2005 · 4 yrs 10 mos
Citigroup Global Markets INC.Broker
January 2000 - May 2005 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1998 - November 1999 · 11 mos
State Registrations34 states
ALAZCACOCTDCDEFLILKSMAMDMEMIMNMTNCNHNJNMNYOHOKORPAPRSCTNTXUTVAVTVirgin IslandsWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.