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Member/manager/director of Operations · Asset Dedication, LLC

Daniel G. Yeoman

CRD 6013054 · Named on Form ADV at one SEC-registered adviser

At a glance

Asset Dedication, LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $2.9 billion in regulatory assets, lists Daniel G. Yeoman on its Form ADV as Member/manager/director of Operations, a control person.

Firms and roles

  • Asset Dedication, LLCMember/manager/director of OperationsWealth manager · SAN Francisco, CA · $2.9B in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Stephen J. HuxleyMember/manager/chief Investment Strategist, Asset Dedication, LLC
  • John B. BurnsMember/manager/president/chief Compliance Officer, Asset Dedication, LLC
  • Jeremy D. FletcherMember/manager/director of Investments and Portfolio Risk Management, Asset Dedication, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.