Adrianne Yamaki (CRD# 3146002) is an Investment Advisor Representative working at Strategic Wealth Capital in San Francisco, CA and has over 25 years of experience in the finance industry. Adrianne Yamaki has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Wealth Capital | San Francisco, CA | Jun 2023 - Current | < 1 |
| Sanctuary Wealth | San Francisco, CA | Sep 2019 - Jun 2023 | 3 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Sep 2019 | 4 |
| Morgan Stanley Smith Barney | San Francisco, CA | Aug 2009 - Sep 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
- CA
- NY
- TX
- VA
-
Total Assets Under Management179MILLIONS
-
Total Number of Accounts289ACCOUNTS
-
Average Account Value$619,137
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NY, TX, VA
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