Donald Anthony Debernardi
Investment adviser representative at Sierra Asset Management
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$462.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Sierra Asset ManagementAug 2001 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Sierra Asset Management
Legal name: Sam Advisors, LLC
$462.3MAssets managed
890Clients
1Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4929196
- Firm CRD
- 108685