Yehoshua L. Sternbach

YIELDS FOR YOU

Melville, NY 11747

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CRD#: 6616024

Professional summary

Yehoshua Leibel Sternbach, ChFC® is a registered financial advisor currently at YIELDS FOR YOU, LLC located in Melville, New York.

Yehoshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Yehoshua has worked at 3 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.

(1) Baily Management, LLC; Non Investment-Related; 445 Broad Hollow Rd #25, Melville, NY 11747; Owner; start date: 5/1/24; 40hr;20 during trading hours;sub-contracted CTO for two advisory platforms, AdvisorCRM.com and Fusion Elements. (2) Yields for You Fund Management Inc; Non-Investment related; 445 Broad Hollow Rd #25, Melville, NY 11747; President; start date: 4/1/24; 10hr; 0 during trading;provide marketing, consulting, and event services to ETFs and Money Managers. Yields for You Fund Management also financially sponsors ETFs. (3) Teucrium Investment Advisors; Investment-related; Three Main Street Suite 215, Burlington, VT 05401; Portfolio Manager; start date: 1/1/25;5hrs; 0 during trading hours; portfolio manager for the ETFs

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yehoshua Leibel Sternbach'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

August 13, 2022 - Present

YIELDS FOR YOU, LLC

Office #1: 445 Broad Hollow Road #25, Melville, NY 11747

RIA

CRD#: 317662

Melville, NY

Past

March 25, 2019 - May 30, 2024

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

Plainview, NY

Past

March 28, 2016 - April 3, 2019

VANN EQUITY MANAGEMENT LLC

RIA

CRD#: 174239

Plainview, NY

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

New York
(8/13/2022)

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: 3/10/2015

Uniform Investment Adviser Law Examination

Current Firm

YIELDS FOR YOU, LLC

CRD#: 317662 / SEC#:

New York

Registered Investment Advisory firm - (8/13/2022 Approved)

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Contact information

Main Address

445 Broad Hollow Road #25, Melville, NY 11747

Mailing Address

Phone number

(410) 914-4894

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	79
AUM (Assets Under Management)	$ 10,763,367

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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Yehoshua L. Sternbach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yehoshua Leibel Sternbach's CRS (Customer Relationship Summary).

Certified licenses

Experience

YIELDS FOR YOU, LLC

COPPELL ADVISORY SOLUTIONS LLC

VANN EQUITY MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2015

Current Firm

YIELDS FOR YOU, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

YIELDS FOR YOU, LLC

TRUST BUT VERIFY

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