Brian Michael Picariello
IAR
brian m picarielloOVERVIEW
Brian Michael Picariello, who also goes by Brian M Picariello, is a registered financial advisor at MERCER GLOBAL ADVISORS INC. located in New York, New York.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brian has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Disclosures
Before working with a financial advisor, it is imperative to see whether or not they have any disclosures and if they do, whether or not you are comfortable with the disclosures that are on their record.
Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
Please watch the video below to get a better understanding of what disclosures are and what they look like, then click the button underneath that to get immediate access to see whether or not this financial advisor has any disclosures.
FROM THE ADVISOR
Brian began his wealth management career in 1995 at Arthur Anderson & Co. as a tax accountant. His areas of expertise include financial planning, income tax planning, estate planning, and risk management strategies for high net worth individuals and their families. Prior to joining Mercer Advisors, Brian worked as a wealth strategist at Merrill Lynch and most recently as a wealth advisor at Traust Sollus Wealth Management. He graduated from Albright College with a Bachelor of Science in Accounting as well as Rutgers School of Business, where he earned an MBA with a concentration in finance.
Advisor Information
Firm Information
Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
The lack of due diligence on a financial advisor costs Americans billions each year. While most of our public information could help you choose the right advisor, taking a deeper dive into disclosures is going to shed a deeper light on whether or not you feel comfortable moving forward with a particular financial advisor.
Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
Not sure you want to work with Brian and thinking of a few other financial advisors to potentially work with as well?
Compare Brian and up to two other advisors side-by-side, just like how you would pull a Carfax report.
Planning to create a potentially life-long relationship with Brian?
AdvisorCheck membership to save this advisor and as many others as you would like to your dashboard.
Our advisor profiles are constantly updated with new regulatory information, essential comparison, critical data, graphs, charts, and more to continually improve the consumer and investor experience when working with a financial services professional.
As Featured in
