Aaron M. Brickley
Professional summary
Aaron Michael Brickley, CFP®, CPWA®, who also goes by Aaron Michael Brockley, is a registered financial advisor currently at BRICKLEY WEALTH MANAGEMENT located in Mill Valley, California.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Aaron has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Michael Brickley's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Start date: 2018-10-22
Expire date: 2024-09-30
Experience
July 18, 2017 - Present
BRICKLEY WEALTH MANAGEMENT
April 21, 2011 - June 13, 2017
LPL FINANCIAL LLC
April 21, 2011 - June 13, 2017
LPL FINANCIAL LLC
June 5, 2008 - April 25, 2011
U.S. BANCORP ADVISORS, LLC
June 5, 2008 - April 25, 2011
U.S. BANCORP ADVISORS, LLC
November 16, 2007 - March 18, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
October 26, 2007 - March 18, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
July 31, 2007 - September 13, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
BRICKLEY WEALTH MANAGEMENT
CRD#: 287487 / SEC#: 801-110453
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/18/2017)
(3/31/2021)
Exams
Current Firm
BRICKLEY WEALTH MANAGEMENT
CRD#: 287487 / SEC#: 801-110453
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 539 |
| AUM (Assets Under Management) | $ 824,282,906 |
Red Flags
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