Briana N. Bromet

SKYLINE ADVISORS

BELLINGHAM, WA 98225

Some features on this profile are disabled

CRD#: 7477389

Professional summary

Briana Nicole Bromet is a registered financial advisor currently at SKYLINE ADVISORS, INC. located in Bellingham, Washington.

Briana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Briana has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Briana Nicole Bromet's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 22, 2023 - Present

SKYLINE ADVISORS, INC.

Office #1: 405 32nd Street Suite 201, Bellingham, WA 98225

RIA

CRD#: 188511

BELLINGHAM, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SKYLINE ADVISORS, INC.

SKYLINE ADVISORS | SKYLINE ADVISORS, INC.

CRD#: 188511 / SEC#: 801-94175

RIA

Registered Investment Advisory firm - (5/1/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(11/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/15/2023

Uniform Investment Adviser Law Examination

Current Firm

SKYLINE ADVISORS, INC.

SKYLINE ADVISORS | SKYLINE ADVISORS, INC.

CRD#: 188511 / SEC#: 801-94175

RIA

Registered Investment Advisory firm - (5/1/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

405 32nd Street Suite 201, Bellingham, WA 98225

Mailing Address

Phone number

(360) 671-1621

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/21/2025)

FORM ADV PART 2A - APPENDIX 1: WRAP FEE PROGRAM BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,196
AUM (Assets Under Management)	$ 335,344,034

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Thomas Arasz

BMORE FINANCIALLY FIT

IAR

Baltimore, MD

Sarah Soria

PROSPERITY CAPITAL ADVISORS

IAR

Grass Valley, CA

Robert Boland

RBC CAPITAL MARKETS, LLC

IAR

Malvern, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Briana N. Bromet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Briana Nicole Bromet's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKYLINE ADVISORS, INC.

Primary Firm SEC Registration

SKYLINE ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2023

Current Firm

SKYLINE ADVISORS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKYLINE ADVISORS, INC.

TRUST BUT VERIFY

Similar Advisors