Albert Yanez
Investment adviser representative at RBC Securities, Inc.
25 yearsExperience
1 stateRegistered in
$1.5BFirm assets
16 yearsFirm in business
Are you Albert Yanez? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- RBC Securities, IncMar 2022 to now
- City National BankFeb 2022 to now
- City National Securities, LLCFeb 2022 to now
- Cuso Financial Services, LPNov 2018 to Feb 2022
- UnemployedMar 2018 to Oct 2018
- Scottrade, Inc.Jan 2001 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
RBC Securities, Inc.
$1.5BAssets managed
1,451Clients
123Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4354836
- Firm CRD
- 103705