Brianna N. Gieselman

REALIZED FINANCIAL

Lubbock, TX

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CRD#: 7570195

Professional summary

Brianna Nicole Gieselman, who also goes by Brianna Nicole Mena, is a registered financial advisor currently at REALIZED FINANCIAL, INC. located in Lubbock, Texas.

Brianna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Brianna has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brianna Nicole Mena

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 Brianna Nicole Gieselman's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Brianna Nicole Gieselman'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

July 23, 2024 - Present

REALIZED FINANCIAL, INC.

RIA

CRD#: 22333

Lubbock, TX

Current

October 5, 2023 - Present

REALIZED FINANCIAL, INC.

Office #1: 500 W. 13th Street, Austin, TX 78701Office #2: 500 W. 13th Street, Austin, TX 78701

RIA

CRD#: 22333

AUSTIN, TX

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(8/12/2024)

Colorado
(8/12/2024)

Connecticut
(8/13/2024)

Florida
(9/29/2025)

Hawaii
(8/13/2024)

Kansas
(7/23/2024)

Maryland
(8/13/2024)

Missouri
(7/23/2024)

New Hampshire
(8/7/2024)

New Jersey
(2/21/2025)

New York
(8/13/2024)

North Carolina
(7/23/2024)

Ohio
(8/13/2024)

Oregon
(8/13/2024)

Pennsylvania
(8/13/2024)

South Dakota
(7/23/2024)

Texas
(7/23/2024)

IAR

Texas
(7/23/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/29/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/4/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/24/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

REALIZED FINANCIAL, INC.

REALIZED FINANCAL, INC. | THORNHILL SECURITIES, INC. | THORNHILL BROKERAGE, INC. | REALIZED FINANCIAL, INC.

CRD#: 22333 / SEC#: 801-70703, 8-39659

RIA

Registered Investment Advisory firm - SEC (3/25/2015 Terminated)

New Jersey

Registered Investment Advisory firm - SEC (6/27/2014 Approved)

Texas

Registered Investment Advisory firm - SEC (6/6/2014 Approved)

Broker-Dealer Firm Regulated by FINRA (Dallas district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

500 W. 13th Street, Austin, TX 78701

Mailing Address

500 W. 13th Street, Austin, TX 78701

Phone number

(512) 472-7171

Established

Texas since 03/29/1988

Firm type

Corporation

Fiscal year end

March

Firm Size

Small

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
REALIZED HOLDINGS INC	CORPORATION
DAHILL, DAVID P	CEO	6581024
DAHILL, DAVID P	FINOP	6581024
ELLIOTT, STEPHANIE NICOLE	CCO	2476636
ELLIOTT, STEPHANIE NICOLE	PRESIDENT	2476636
MEDINA, GABRIEL O	COO	5061047

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.

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Brianna N. Gieselman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brianna Nicole Gieselman's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Brianna Nicole Gieselman's CRS (Customer Relationship Summary).

Certified licenses

Experience

REALIZED FINANCIAL, INC.

REALIZED FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/29/2024

Series 7TO

Date: 10/4/2023

SIE

Date: 5/24/2023

FINRA

Current Firm

REALIZED FINANCIAL, INC.

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

REALIZED FINANCIAL, INC.

TRUST BUT VERIFY

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