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Bryan William Yach

Bryan W. Yach

CETERA INVESTMENT ADVISERS | Vice President, Financial Consultant
Southlake, TX 76092
Some features on this profile are disabled
CRD#: 5900870
Bryan William Yach

Professional summary

Bryan William Yach, CFP®, who also goes by Bryan William Yach, Bryan Yach, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Southlake, Texas and CETERA WEALTH SERVICES, LLC located in Southlake, Texas.

Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Bryan has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 4 exams.

Biography

I partner with individuals and their families to build and maintain financial plans in a complex world. My commitment to my clients is to listen to their concerns, fully understand their situation, ask important questions, and present customized plans that are tailored to their unique situations. I will also be transparent about the costs and risks of investing. With the right behaviors, dedication, and trust we can take positive steps towards your financial goals.

Question & Answer

What are your service offerings?
Insurance Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Bryan William Yach | Bryan Yach

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 Bryan William Yach'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: 2019

Education

Texas A&M University Commerce

Master of Science (MS) - Finance

2018

University of North Texas

Bachelor of Arts (BA) - RTVF

2010

Experience

Current

April 30, 2026 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 2241 E Continental Blvd Ste 130, Southlake, TX 76092
RIA
CRD#: 105644
Southlake, TX
Current

April 30, 2026 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 2241 E Continental Blvd Ste. 130, Southlake, TX 76092
BD
CRD#: 13572
Southlake, TX
Past

March 31, 2025 - March 5, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
KELLER, TX
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SOUTHLAKE, TX
Past

September 1, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SOUTHLAKE, TX
Past

May 19, 2011 - March 5, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SOUTHLAKE, TX

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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 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
Texas
(4/30/2026)
IAR
Texas
(4/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/28/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/27/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/18/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/23/2013
Registered Options Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information

Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 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

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report

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

CETERA INVESTMENT ADVISERS LLC

Vice President, Financial ConsultantCRD#: 105644Southlake, TX 76092

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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