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Yhadira Mercado

17 Years of Experience
Miami, FL
Broker

Yhadira Mercado is a registered investment advisor at Jefferies Investment Advisers LLC, based in Miami, FL, with 17 years of industry experience. Yhadira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
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Location

1450 Brickell Avenue, Suite 1710, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Jefferies Investment Advisers LLC
May 2023 - Present · 3 yrs
Jefferies LLC
April 2023 - Present · 3 yrs 1 mo
Jefferies LLCBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Leucadia Asset Management LLC
May 2023 - August 2023 · 3 mos
Morgan Stanley
February 2015 - April 2023 · 8 yrs 2 mos
Morgan StanleyBroker
February 2015 - April 2023 · 8 yrs 2 mos
RBC Capital Markets, LLC
October 2014 - February 2015 · 4 mos
RBC Capital Markets, LLCBroker
July 2013 - February 2015 · 1 yr 7 mos
UBS Financial Services INC.Broker
January 2012 - July 2013 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
June 2010 - February 2012 · 1 yr 8 mos
Latam Investments, LLCBroker
July 2009 - March 2010 · 8 mos
Intercam Securities, INC.Broker
February 2009 - July 2009 · 5 mos
Newbridge Securities CorporationBroker
May 2008 - December 2008 · 7 mos
Dawson James Securities, INC.Broker
February 2008 - May 2008 · 3 mos
Capital Growth Financial, LLCBroker
December 2007 - February 2008 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.