Stephen Brickley (CRD# 3233791) is an Investment Advisor Representative working at Brickley Wealth Management in Atherton, CA and has over 24 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brickley Wealth Management | San Mateo, CA | May 2017 - Current | 6 |
| Brickley & Company Cpa | San Mateo, CA | Jan 1985 - Current | 39 |
| Lpl Financial, LLC | San Mateo, CA | May 1999 - Jun 2017 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 1999 |
- CA
- OR
-
Total Assets Under Management720MILLIONS
-
Total Number of Accounts523ACCOUNTS
-
Average Account Value$1,376,816
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, OR, WA
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