Unclaimed Profile

Aaron Michael Brickley

BRICKLEY WEALTH MANAGEMENT·SAN MATEO, California

SIE, Series 7, Series 66CFPClean record18 years registeredBRICKLEY WEALTH MANAGEMENT

1630 SOUTH DELAWARE STREET, SAN MATEO, CA 94402-9998CRD# 5326096Firm CRD# 287487

Profile Verification

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

Identity

Aaron Michael Brickley · SAN MATEO, CA

Registration

CRD #5326096 · BRICKLEY WEALTH MANAGEMENT · 18 years registered

Brand Profile

Not yet started

Career History

BRICKLEY WEALTH MANAGEMENT

Jul 2017 – present

LPL FINANCIAL LLC

Apr 2011 – Jun 2017

SAN MATEO, CA

UNIONBANC INVESTMENT SERVICES, LLC

Jun 2008 – Apr 2011

SHERMAN OAKS, CA

AMERIPRISE FINANCIAL SERVICES, INC.

Nov 2007 – Mar 2008

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 16, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRICKLEY WEALTH MANAGEMENT

CRD 287487 · SEC 801-110453

AUM

$720M

Regulatory assets under management

Employees

523 client accounts

Services offered by BRICKLEY WEALTH MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRICKLEY WEALTH MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Aaron Michael Brickley offer?

Aaron Michael Brickley specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN MATEO, California for a consultation.

What are Aaron Michael Brickley's credentials?

Aaron Michael Brickley holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Aaron Michael Brickley located?

Aaron Michael Brickley is based in SAN MATEO, California, working with BRICKLEY WEALTH MANAGEMENT. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.

How does Aaron Michael Brickley charge for services?

Aaron Michael Brickley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRICKLEY WEALTH MANAGEMENT?

BRICKLEY WEALTH MANAGEMENT has approximately 6 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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