Adrianne Sanders Yamaki

Employer firm

Strategic Wealth Capital CRD 326299

$238M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2009 → 09/2019
  Morgan Stanley Smith Barney
  San Francisco, CA
• 01/2015 → 09/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2019 → 06/2023
  Sanctuary Wealth
  San Francisco, CA
• 06/2023 → Present
  Strategic Wealth Capital
  San Francisco, CA

Previous Registrations

• 2019-09-13 → 2023-06-30
  Sanctuary Advisors, Llc
  San Francisco, CA
  Miami, FL
• 2009-10-22 → 2019-09-17
  Morgan Stanley
  San Francisco, CA
  San Francisco, CA
• 1999-03-10 → 2004-07-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA

Other Businesses

1.Board Position. Name: Impart Wealth/Impart Digital Media oPosition: Officer/Director Nature: Impart is a Peer Data Networking company. Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 08/01/2020 Address: 4445 Willard Avenue, Suite 600, Chevy Chase MD 20815, United States Description: Provide insights to Board. 2.Name: Common Sense Media Position oCouncil Member, Bay Area Chapter Nature: Common Sense Media is a nonprofit organization which helps children and their families make purposeful media and technology choices. Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 08/01/2020 Address: 699 8th St Suite C150, San Francisco CA 94103, United States Description: Participate in fundraising events. Work with Council head to follow up on potential corporate donor applications and inquiries. 3.Name: Co-Trustee of Lorna Chang Rev Trust Position Power-of-attorney and Co-Trustee Nature: I am the Co-Trustee of my mother's investment accounts. Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 11/04/2020 Address: 336 Baden St, San Francisco CA 94131, United States Description: I oversee management of my mother's finances. 4. Insurance Licensed.

Exams

• S66 Uniform Combined State Law Examination
  2009-10-15
• S65 Uniform Investment Adviser Law Examination
  1999-02-02
• S63 Uniform Securities Agent State Law Examination
  1999-01-15

Designations

• Certified Financial Planner

Other Names

• Adrianne A Yamaki
• Adrianne Aiko Yamaki