Stephanie Yanira Hernandez
Investment adviser representative at Bulman Wealth Group
11 yearsExperience
1 stateRegistered in
$283MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Bulman Wealth GroupMar 2024 to now
- Bulman Wealth GroupMar 2021 to Feb 2024
- Dubots Capital ManagementFeb 2017 to Feb 2021
- National Merchants AssociationFeb 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bulman Wealth Group
Legal name: Chris Bulman Inc.
$283MAssets managed
556Clients
7Advisers
4 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
- 7445984
- Firm CRD
- 313552