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Donald Anthony Debernardi

Sierra Asset Management

Oakhurst, CA

CRD 4929196

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Employer firm

Sierra Asset Management CRD 108685

$462M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Sierra Asset Management

40312 Junction Drive, Oakhurst, CA 93644-8783 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-04-23
CA RA APPROVED 2005-03-17
  • TX RA
    APPROVED
    Since 2014-04-23
  • CA RA
    APPROVED
    Since 2005-03-17

Branch Locations

40312 Junction Drive, Oakhurst, CA 93644 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sierra Asset Management Oakhurst CA 08/2001 Present
Designations
  • Certified Financial Planner
Other Names
  • Don Anthony Debernardi

View on SEC IAPD

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Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Oakhurst, CA
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