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Donald Anthony Debernardi

SAM ADVISORS, LLC·OAKHURST, California
Clean recordSAM ADVISORS, LLC
40312 JUNCTION DRIVE, OAKHURST, CA 93644-8783CRD# 4929196Firm CRD# 108685

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Anthony Debernardi · OAKHURST, CA
Registration
CRD #4929196 · SAM ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald Anthony Debernardi is a registered financial advisor based in OAKHURST, California, affiliated with SAM ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SAM ADVISORS, LLC
SIERRA ASSET MANAGEMENT
AUM
$334M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SAM ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4929196
Firm CRD# 108685
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Anthony Debernardi offer?
Donald Anthony Debernardi specializes in Financial Planning, Investment Management. Contact their office in OAKHURST, California for a consultation.
What are Donald Anthony Debernardi's credentials?
Donald Anthony Debernardi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Anthony Debernardi located?
Donald Anthony Debernardi is based in OAKHURST, California, working with SAM ADVISORS, LLC. Their office serves clients in the OAKHURST metropolitan area and surrounding communities.
How does Donald Anthony Debernardi charge for services?
Donald Anthony Debernardi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAM ADVISORS, LLC?
SAM ADVISORS, LLC has approximately 3 employees and manages $334M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAM ADVISORS, LLC

Alan Richard Graas
OAKHURST, CA

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Research
Advisor Fees in CaliforniaNational Fee Analysis
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