Bryan Yach is a CFP-designated registered investment advisor, based in Southlake, TX, with 15 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2241 E Continental Blvd Ste 130, Southlake, TX, 76092
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2026 - Present · 6 mos
Cetera Wealth Services, LLCBroker
April 2026 - Present · 6 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - March 2026 · 1 yr
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
September 2015 - July 2018 · 2 yrs 10 mos
Fidelity Brokerage Services LLCBroker
May 2011 - March 2026 · 14 yrs 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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