Yann Rousset
Investment adviser representative at Pilotage Private Wealth Ag
17 yearsExperience
1 stateRegistered in
$227.6MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Pilotage Private Wealth AgDec 2013 to now
- Pilotage Wealth Management AgSep 2009 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Pilotage Private Wealth Ag
$227.6MAssets managed
85Clients
2Advisers
12 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
- 5128378
- Firm CRD
- 169908