DA
Donald Anthony Debernardi
CRD 4929196
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Sam Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sam Advisors, Llc
Llc Managing Member, President & Chief Compliance Officer · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗