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Brett Barton Sharkey

THREE BRIDGE WEALTH ADVISORS, LLC·LOS ALTOS, California
Unclaimed Profile
240 THIRD STREET, LOS ALTOS, CA 94022CRD# 4646380Firm CRD# 150460
01

About

Brett Barton Sharkey is a registered financial advisor based in LOS ALTOS, California, affiliated with THREE BRIDGE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THREE BRIDGE WEALTH ADVISORS, LLC
THREE BRIDGE WEALTH ADVISORS
AUM
$756M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at THREE BRIDGE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4646380
Firm CRD# 150460
4 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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