Tatiane M. Saravia
Professional summary
Tatiane Medeiros Saravia, who also goes by Tatiane Mendes Medeiros, Tatiane Mendes Saravia, is a registered financial advisor currently at BRICKLEY WEALTH MANAGEMENT located in Elk Grove, California.
Tatiane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Tatiane has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tatiane Medeiros Saravia's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 1, 2024 - Present
BRICKLEY WEALTH MANAGEMENT
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
(2/1/2024)
(2/1/2024)
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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