Unclaimed Profile

Nathan George Brickley

BRICKLEY WEALTH MANAGEMENT·SAN MATEO, California

SIE, Series 7, Series 66Clean record10 years registeredBRICKLEY WEALTH MANAGEMENT

1630 SOUTH DELAWARE STREET, SAN MATEO, CA 94402-9998CRD# 6225833Firm CRD# 287487

Profile Verification

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

Identity

Nathan George Brickley · SAN MATEO, CA

Registration

CRD #6225833 · BRICKLEY WEALTH MANAGEMENT · 10 years registered

Brand Profile

Not yet started

Career History

BRICKLEY WEALTH MANAGEMENT

Jul 2017 – present

LPL FINANCIAL LLC

Jun 2016 – Jun 2017

SAN MATEO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 13, 2016

Years registered · 10

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 Nathan George Brickley offer?

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

What are Nathan George Brickley's credentials?

Nathan George Brickley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathan George Brickley located?

Nathan George 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 Nathan George Brickley charge for services?

Nathan George 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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