Daniel G. Yeoman

ASSET DEDICATION

San Francisco, CA 94104-3475

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CRD#: 6013054

Professional summary

Daniel Gray Yeoman is a registered financial advisor currently at ASSET DEDICATION, LLC located in San Francisco, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Daniel has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Daniel Gray Yeoman'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®

None

Experience

Current

May 5, 2022 - Present

ASSET DEDICATION, LLC

Office #1: 220 Montgomery Street #1098, San Francisco, CA 94104-3475

RIA

CRD#: 151988

San Francisco, CA

Past

November 13, 2012 - December 31, 2021

ASSET DEDICATION, LLC

RIA

CRD#: 151988

SAN FRANCISCO, CA

Past

September 21, 2012 - December 31, 2018

CYPRESS PARTNERS, LLC

RIA

CRD#: 148070

BELVEDERE, 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".

ASSET DEDICATION, LLC

ASSET DEDICATION, LLC | BRANNING WEALTH MANAGEMENT, LLC

CRD#: 151988 / SEC#: 801-71892

RIA

Registered Investment Advisory firm - (11/15/2010 Approved)

California

Registered Investment Advisory firm - (11/19/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(5/5/2022)

IAR

Texas
(5/5/2022)

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

State Security Law Exam

IAR

Series 65

Date: 9/20/2012

Uniform Investment Adviser Law Examination

Current Firm

ASSET DEDICATION, LLC

ASSET DEDICATION, LLC | BRANNING WEALTH MANAGEMENT, LLC

CRD#: 151988 / SEC#: 801-71892

RIA

Registered Investment Advisory firm - (11/15/2010 Approved)

California

Registered Investment Advisory firm - (11/19/2010 Terminated)

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Contact information

Main Address

220 Montgomery Street #1098, San Francisco, CA 94104-3475

Mailing Address

Phone number

(866) 535-0897

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/9/2025)

Regulatory assets under management

Total Number of Accounts	2,002
AUM (Assets Under Management)	$ 2,612,447,129

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.

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Daniel G. Yeoman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Gray Yeoman's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET DEDICATION, LLC

ASSET DEDICATION, LLC

CYPRESS PARTNERS, LLC

Primary Firm SEC Registration

ASSET DEDICATION, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/20/2012

Current Firm

ASSET DEDICATION, LLC

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSET DEDICATION, LLC

TRUST BUT VERIFY

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