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Brian Michael Picariello

TRAUST SOLLUS WEALTH MANAGEMENT, LLC·PRINCETON, New Jersey
Series 7, Series 66Clean record22 years registeredTRAUST SOLLUS WEALTH MANAGEMENT, LLC
103 CARNEGIE CENTER, PRINCETON, NJ 08540CRD# 4218709Firm CRD# 108918

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Michael Picariello · PRINCETON, NJ
Registration
CRD #4218709 · TRAUST SOLLUS WEALTH MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Jul 2019 – present
TRAUST SOLLUS WEALTH MANAGEMENT, LLC
Jul 2004 – Nov 2018
PRINCETON, NJ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · July 12, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRAUST SOLLUS WEALTH MANAGEMENT, LLC
CRD 108918 · SEC 801-57069
AUM
$410M
Regulatory assets under management
Employees
25
808 client accounts
Services offered by TRAUST SOLLUS WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRAUST SOLLUS WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Brian Michael Picariello offer?
Brian Michael Picariello specializes in Financial Planning, Investment Management. Contact their office in PRINCETON, New Jersey for a consultation.
What are Brian Michael Picariello's credentials?
Brian Michael Picariello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Michael Picariello located?
Brian Michael Picariello is based in PRINCETON, New Jersey, working with TRAUST SOLLUS WEALTH MANAGEMENT, LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does Brian Michael Picariello charge for services?
Brian Michael Picariello's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRAUST SOLLUS WEALTH MANAGEMENT, LLC?
TRAUST SOLLUS WEALTH MANAGEMENT, LLC has approximately 25 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRAUST SOLLUS WEALTH MANAGEMENT, LLC

Albert James Zdenek
PRINCETON, NJ

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