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Yehoshua Leibel Sternbach

FUSION INVESTMENT ADVISORS LLC·DALLAS, Texas
Series 65Clean record10 years registeredFUSION INVESTMENT ADVISORS LLC
9111 CYPRESS WATERS BLVD SUITE 140, DALLAS, TX 75019CRD# 6616024Firm CRD# 156549

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Yehoshua Leibel Sternbach · DALLAS, TX
Registration
CRD #6616024 · FUSION INVESTMENT ADVISORS LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

YIELDS FOR YOU, LLC
Aug 2022 – present
COPPELL ADVISORY SOLUTIONS LLC
Mar 2019 – May 2024
Plainview, NY
PRECISION CAPITAL MANAGEMENT
Mar 2016 – Apr 2019
Plainview, NY
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 28, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FUSION INVESTMENT ADVISORS LLC
CRD 156549 · SEC 801-72171
AUM
$850M
Regulatory assets under management
Employees
76
7,997 client accounts
Services offered by FUSION INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FUSION INVESTMENT ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Yehoshua Leibel Sternbach offer?
Yehoshua Leibel Sternbach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Yehoshua Leibel Sternbach's credentials?
Yehoshua Leibel Sternbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Yehoshua Leibel Sternbach located?
Yehoshua Leibel Sternbach is based in DALLAS, Texas, working with FUSION INVESTMENT ADVISORS LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Yehoshua Leibel Sternbach charge for services?
Yehoshua Leibel Sternbach'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 FUSION INVESTMENT ADVISORS LLC?
FUSION INVESTMENT ADVISORS LLC has approximately 76 employees and manages $850M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FUSION INVESTMENT ADVISORS LLC

Jonathan Joshua Cravens
DALLAS, TX
Robert Thomas Pujia
DALLAS, TX
Ryan Joseph Borer
DALLAS, TX
Christopher Andrew Horvath
COPPELL, TX
Richard Allen Barnett
COPPELL, TX

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Research
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