AdvisorOS Directory
Claim Profile
Unclaimed Profile
CS

Carol Ann Semetulskis

YELLOWBRICKROAD FINANCIAL ADVISORS, LLC·SAN FRANCISCO, California
Clean recordYELLOWBRICKROAD FINANCIAL ADVISORS, LLC
14 FUNSTON AVENUE, SAN FRANCISCO, CA 94129-1109CRD# 4687667Firm CRD# 134209

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carol Ann Semetulskis · SAN FRANCISCO, CA
Registration
CRD #4687667 · YELLOWBRICKROAD FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carol Ann Semetulskis is a registered financial advisor based in SAN FRANCISCO, California, affiliated with YELLOWBRICKROAD FINANCIAL 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

Speak with Carol

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Carol is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
YELLOWBRICKROAD FINANCIAL ADVISORS, LLC
YELLOWBRICKROAD FINANCIAL ADVISORS, LLC
AUM
$266M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at YELLOWBRICKROAD FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4687667
Firm CRD# 134209
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Carol Ann Semetulskis offer?
Carol Ann Semetulskis specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Carol Ann Semetulskis's credentials?
Carol Ann Semetulskis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol Ann Semetulskis located?
Carol Ann Semetulskis is based in SAN FRANCISCO, California, working with YELLOWBRICKROAD FINANCIAL ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Carol Ann Semetulskis charge for services?
Carol Ann Semetulskis's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is YELLOWBRICKROAD FINANCIAL ADVISORS, LLC?
YELLOWBRICKROAD FINANCIAL ADVISORS, LLC has approximately 8 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at YELLOWBRICKROAD FINANCIAL ADVISORS, LLC

Ken Wesley Miller
SAN FRANCISCO, CA
John Stephen Ohmer
CORTE MADERA, CA

More Advisors in SAN FRANCISCO, California

Wayne Keith Wu
VMG PARTNERS II, LLC·SAN FRANCISCO, CA
Eric Chad Pollack
LEGATO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, CA
Keiko Kai
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
David Kwan
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Jane Jinwen Su
BLUM CAPITAL PARTNERS LP·SAN FRANCISCO, CA
Karen Wong
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile