DY
Denethia Yebernetsky
STRATEGIC ADVISERS LLC
FREDERICKSBURG, TX
Some features on this profile are disabled
CRD#: 2097371
DY
Professional summary
Denethia Yebernetsky, CFP®, who also goes by Dena Perez, Denethia Perez, Dena Yebernetsky, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fredericksburg, Texas and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Denethia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Denethia has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Employee and Employer Plan Ben...
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Dena Perez | Denethia Perez | Dena Yebernetsky
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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|
CRS (Client Relationship Summary) - RIA
Click below to view Denethia Yebernetsky's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: Texas Other, Austin, TX 73301RIA
CRD#: 104555
FREDERICKSBURG, TX
Current
January 27, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
Smithfield, RI
Past
April 5, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN ANTONIO, TX
Past
July 13, 2018 - June 15, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
December 10, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CYPRESS, TX
Past
November 23, 2015 - June 14, 2021
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
WESTLAKE, TX
Past
June 18, 2014 - January 8, 2015
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
HOUSTON, TX
Past
November 29, 2013 - April 29, 2014
COREBRIDGE CAPITAL SERVICES, INC.
BD
CRD#: 13158
HOUSTON, TX
Past
August 14, 2006 - January 8, 2015
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
HOUSTON, TX
Past
April 30, 2004 - June 27, 2006
AMREIT SECURITIES COMPANY
BD
CRD#: 47041
HOUSTON, TX
Past
December 20, 1999 - June 12, 2003
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
March 1, 1999 - December 3, 1999
BANK UNITED SECURITIES CORP.
BD
CRD#: 30288
HOUSTON, TX
Past
February 14, 1992 - February 12, 1999
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 7369
HOUSTON, TX
Past
December 24, 1990 - August 12, 1991
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
October 17, 1990 - December 14, 1990
FIRST MONTAUK SECURITIES CORP.
BD
CRD#: 13755
RED BANK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/14/2023)
RR
Alaska(1/3/2025)
RR
Arizona(4/14/2023)
RR
Arkansas(4/14/2023)
RR
California(4/14/2023)
RR
Colorado(4/14/2023)
RR
Connecticut(1/3/2025)
RR
Delaware(1/3/2025)
RR
District of Columbia(4/14/2023)
RR
Florida(4/14/2023)
RR
Georgia(4/14/2023)
RR
Hawaii(4/14/2023)
RR
Idaho(1/3/2025)
RR
Illinois(4/14/2023)
RR
Indiana(4/14/2023)
RR
Iowa(4/14/2023)
RR
Kansas(4/14/2023)
RR
Kentucky(4/14/2023)
RR
Louisiana(4/14/2023)
RR
Maine(4/14/2023)
RR
Maryland(4/14/2023)
RR
Massachusetts(4/14/2023)
RR
Michigan(1/3/2025)
RR
Minnesota(4/14/2023)
RR
Mississippi(4/14/2023)
RR
Missouri(4/14/2023)
RR
Montana(4/14/2023)
RR
Nebraska(1/3/2025)
RR
Nevada(4/14/2023)
RR
New Hampshire(4/14/2023)
RR
New Jersey(1/3/2025)
RR
New Mexico(4/14/2023)
RR
New York(4/14/2023)
RR
North Carolina(4/14/2023)
RR
North Dakota(1/3/2025)
RR
Ohio(4/16/2023)
RR
Oklahoma(4/14/2023)
RR
Oregon(4/14/2023)
RR
Pennsylvania(4/14/2023)
RR
Puerto Rico(1/3/2025)
RR
Rhode Island(4/14/2023)
RR
South Carolina(4/14/2023)
RR
South Dakota(4/14/2023)
RR
Tennessee(4/14/2023)
RR
Texas(1/27/2022)
IAR
Texas(3/31/2025)
RR
Utah(4/14/2023)
RR
Vermont(1/3/2025)
RR
Virginia(4/14/2023)
RR
Washington(4/14/2023)
RR
West Virginia(1/3/2025)
RR
Wisconsin(4/14/2023)
RR
Wyoming(4/14/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
