Unclaimed Profile

Brett Barton Sharkey

THREE BRIDGE WEALTH ADVISORS, LLC·LOS ALTOS, California

SIE, Series 7, Series 63, Series 65, Series 99TOClean record23 years registeredTHREE BRIDGE WEALTH ADVISORS, LLC

240 THIRD STREET, LOS ALTOS, CA 94022CRD# 4646380Firm CRD# 150460

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brett Barton Sharkey · LOS ALTOS, CA

Registration

CRD #4646380 · THREE BRIDGE WEALTH ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

THREE BRIDGE WEALTH ADVISORS

Feb 2020 – present

HIGHTOWER ADVISORS, LLC

Nov 2010 – Jul 2011

MENLO PARK, CA

THREE BRIDGE WEALTH ADVISORS

Aug 2009 – Dec 2018

PORTOLA VALLEY, CA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Sep 2009

MENLO PARK, CA

CITIGROUP GLOBAL MARKETS INC.

Jun 2003 – Jun 2009

MENLO PARK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 99TO

Registration record

First registered · June 11, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THREE BRIDGE WEALTH ADVISORS, LLC

CRD 150460 · SEC 801-70332

AUM

$756M

Regulatory assets under management

Employees

589 client accounts

Services offered by THREE BRIDGE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THREE BRIDGE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Brett Barton Sharkey offer?

Brett Barton Sharkey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ALTOS, California for a consultation.

What are Brett Barton Sharkey's credentials?

Brett Barton Sharkey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brett Barton Sharkey located?

Brett Barton Sharkey is based in LOS ALTOS, California, working with THREE BRIDGE WEALTH ADVISORS, LLC. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.

How does Brett Barton Sharkey charge for services?

Brett Barton Sharkey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THREE BRIDGE WEALTH ADVISORS, LLC?

THREE BRIDGE WEALTH ADVISORS, LLC has approximately 9 employees and manages $756M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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