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Stephen Mark Brickley

BRICKLEY WEALTH MANAGEMENT·SAN MATEO, California
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1630 SOUTH DELAWARE STREET, SAN MATEO, CA 94402-9998CRD# 3233791Firm CRD# 287487
01

About

Stephen Mark Brickley is a registered financial advisor based in SAN MATEO, California, affiliated with BRICKLEY WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRICKLEY WEALTH MANAGEMENT
BRICKLEY WEALTH MANAGEMENT
AUM
$720M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BRICKLEY WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3233791
Firm CRD# 287487
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Mark Brickley offer?
Stephen Mark Brickley specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN MATEO, California for a consultation.
What are Stephen Mark Brickley's credentials?
Stephen Mark Brickley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Mark Brickley located?
Stephen Mark 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 Stephen Mark Brickley charge for services?
Stephen Mark 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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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