Anthony Lucas Ozuna
Investment adviser representative at Sierra Management Group
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$127.1MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sierra Management GroupOct 2019 to now
- Ozuna Cpa, PllcJul 2016 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (NV, TX).
Sierra Management Group
Legal name: D&a Advisors, LLC
$127.1MAssets managed
168Clients
2Advisers
Under 1 yearIn 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
- 7222427
- Firm CRD
- 307227