Investment adviser representative · One Capital Management, LLC
Sheri Ann T. Chang Yamaguchi
CRD 2809546 · Westlake Village, CA
At a glance
Sheri Ann T. Chang Yamaguchi is an investment adviser representative with One Capital Management, LLC in Westlake Village, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sheri Ann’s SEC record dates to 2002, about 23 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- One Capital Management, LLCSince March 2024Westlake Village, CA · $8.5B in regulatory assets
SEC adviser record
- Registered since
- 2002 (23 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Sheri’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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- Mark J. BinderWestlake Village · Certified Financial Planner
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