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Donald Anthony Debernardi JR.

Donald A. Debernardi

SIERRA ASSET MANAGEMENT
Oakhurst, CA 93644
Some features on this profile are disabled
CRD#: 4929196
Donald Anthony Debernardi JR.

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".
SA
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)

Exams

Current Firm

SA
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
3

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

03 2025 SAM ADVISORS LLC ADV PART 2A AND 2B FINAL (2/18/2026)

Regulatory assets under management

Total Number of Accounts1,758
AUM (Assets Under Management)$ 462,261,459

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.

Company Information

SIERRA ASSET MANAGEMENT

CRD#: 108685Oakhurst, CA 93644

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