Richard Bryan Yust

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2009 → 03/2017
  Msi Financial Services, Inc.
  Chesterfield, MO
• 03/2017 → 01/2018
  Mml Investors Services, Llc
  St. Louis, MO
• 07/2016 → 01/2018
  Massmutual Life Insurance Company
  St. Louis, MO
• 02/2018 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 02/2018 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2017-03-25 → 2018-02-06
  Mml Investors Services, Llc
  St. Louis, MO
• 2010-02-17 → 2017-03-25
  Msi Financial Services, Inc.
  St. Louis, MO
  Metairie, LA
• 2009-07-22 → 2009-12-31
  Uvest Financial Services Group, Inc.
  Brentwood, TN
  Brentwood, TN
  Charlotte, NC
• 2002-10-14 → 2009-05-15
  Equitable Advisors, Llc
  Creve Coeur, MO
  Clayton, MO
• 2000-02-01 → 2002-10-04
  Equitable Advisors, Llc
  Clayton, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-21
• S63 Uniform Securities Agent State Law Examination
  1987-07-23

Other Names

• Rick Yust