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Financial ADVSR advisor directory · SEC adviser records

Brickley Wealth Management financial advisors in California

Every SEC-registered investment adviser representative at a Brickley Wealth Management office in California, by city and A to Z.

The short answer

5 registered advisors work at Brickley Wealth Management in California, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Elk Grove (1). 2 list the CFP designation and 0 are also registered broker representatives.

Brickley Wealth Management advisors by city in California

Every firm in California →

Elk Grove 1Mill Valley 1San Carlos 1San Francisco 1South San Francisco 1

Brickley Wealth Management advisors in California, A to Z

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Brickley Wealth Management advisors in every state →Brickley Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Brickley Wealth Management financial advisors are in California?

5 investment adviser representatives are registered at Brickley Wealth Management offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Brickley Wealth Management have the most advisors?

Elk Grove, with 1, then Mill Valley (1). Brickley Wealth Management has advisors in 5 cities in California.

How do I check a Brickley Wealth Management advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Brickley Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.