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Brittany Marie Yach

Brittany M. Yach

CETERA INVESTMENT ADVISERS | Benefits & Planning Consultant, Executive Services
Southlake, TX 76092
Some features on this profile are disabled
CRD#: 6919607
Brittany Marie Yach

Professional summary

Brittany Marie Yach, who also goes by Brittany Marie Briones, Brittany Yach, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Southlake, Texas and CETERA WEALTH SERVICES, LLC located in El Segundo, California.

Brittany is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Brittany has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

When I entered the financial industry, I quickly found a passion for the financial planning field. Every client comes in with a unique set of goals and needs. Every client also has a different level of financial literacy which dictates the course of our work together. Through building a relationship with each client, I strive to understand their unique position so that I can help them work toward their financial goals.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brittany Marie Briones | Brittany 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 Brittany Marie 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®
None

Education

University of North Texas

Bachelor of Arts (BA) - Spanish Language and Literature

2007

University of North Texas

Bachelor of Arts (BA) - English

2007

Experience

Current

May 14, 2026 - Present

CETERA INVESTMENT ADVISERS LLC

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

May 18, 2026 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245
BD
CRD#: 13572
El Segundo, CA
Past

October 19, 2018 - June 5, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
WESTLAKE, TX
Past

April 10, 2018 - June 5, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
IRVING, 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

IAR
Texas
(5/14/2026)
RR
Texas
(5/18/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/12/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/17/2018
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: 4/10/2018
General Securities Representative 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)

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.

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Company Information

CETERA INVESTMENT ADVISERS LLC

Benefits & Planning Consultant, Executive ServicesCRD#: 105644Southlake, TX 76092

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