Denethia Yebernetsky

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 07/2018 → 06/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 11/2021 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 06/2021 → 09/2021
  Us Money Reserve
  Austin, TX
• 10/2021 → 11/2021
  Unemployed
  Fredericksburg, TX
• 10/2015 → 06/2021
  Fidelity Brokerage Services Llc
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-04-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Antonio, TX
• 2018-07-13 → 2021-06-15
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-12-10 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX
  Cypress, TX
• 2014-06-18 → 2015-01-08
  Valic Financial Advisors, Inc.
  Houston, TX
  Houston, TX

Other Businesses

OBA-114156|OrgNmn:Lifewave|Org Addr:Fredericks,Texas,US|OBA Nature:Multi-level marketing - distr|Invst Rel:N|Title:Partner|Duties:offer freinds and family option to try products to improve their health|StrtDt:10-28-24|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2014-05-12
• S63 Uniform Securities Agent State Law Examination
  1990-11-20

Other Names

• Denethia Perez
• Dena Perez
• Dena Yebernetsky