Donald A. Debernardi

SIERRA ASSET MANAGEMENT

Oakhurst, CA 93644

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CRD#: 4929196

Professional summary

Donald Anthony Debernardi JR., CFP®, who also goes by Don Anthony Debernardi Jr., is a registered financial advisor currently at SIERRA ASSET MANAGEMENT located in Oakhurst, California.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Donald has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Anthony Debernardi Jr.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Anthony Debernardi JR.'s CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2004

Experience

Current

March 17, 2005 - Present

SIERRA ASSET MANAGEMENT

Office #1: 40312 Junction Drive, Oakhurst, CA 93644

RIA

CRD#: 108685

Oakhurst, CA

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".

SIERRA ASSET MANAGEMENT

GRAAS FAMILY LTD PARTNERSHIP | SIERRA ASSET MANAGEMENT | SAM ADVISORS, LLC

CRD#: 108685 / SEC#: 801-56723

RIA

Registered Investment Advisory firm - (7/28/1999 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.

Highlighted states indicate IAR registrations

IAR

California
(3/17/2005)

IAR

Texas
(4/23/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

SIERRA ASSET MANAGEMENT

GRAAS FAMILY LTD PARTNERSHIP | SIERRA ASSET MANAGEMENT | SAM ADVISORS, LLC

CRD#: 108685 / SEC#: 801-56723

RIA

Registered Investment Advisory firm - (7/28/1999 Approved)

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Contact information

Main Address

40312 Junction Drive, Oakhurst, CA 93644-8783

Mailing Address

Po Box 2389, Oakhurst, CA 93644-2389

Phone number

(559) 658-5193

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 2025 SAM ADVISORS LLC ADV PART 2A AND 2B FINAL (3/6/2025)

Regulatory assets under management

Total Number of Accounts	1,650
AUM (Assets Under Management)	$ 385,441,124

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Donald A. Debernardi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Anthony Debernardi JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

SIERRA ASSET MANAGEMENT

Primary Firm SEC Registration

SIERRA ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

SIERRA ASSET MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIERRA ASSET MANAGEMENT

TRUST BUT VERIFY

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