AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BV

Brielle R. Vieira

GOLDEN ROAD ADVISORS
TAMPA, FL 33606
Some features on this profile are disabled
CRD#: 8301844
BV
Brielle Rose VieiraGOLDEN ROAD ADVISORS

Professional summary

Brielle Rose Vieira is a registered financial advisor currently at GOLDEN ROAD ADVISORS LLC located in Tampa, Florida.

Brielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Brielle has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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 Brielle Rose Vieira'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

August 3, 2026 - Present

GOLDEN ROAD ADVISORS LLC

Office #1: 615 W. De Leon St, Tampa, FL 33606
RIA
CRD#: 314077
TAMPA, FL

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".
GR
GOLDEN ROAD ADVISORS LLC
GOLDEN ROAD ADVISORS LLC

CRD#: 314077 / SEC#: 801-121158

RIA
Registered Investment Advisory firm - (4/15/2021 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
Florida
(8/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/10/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/27/2025
Securities Industry Essentials Examination

Current Firm

GR
GOLDEN ROAD ADVISORS LLC
GOLDEN ROAD ADVISORS LLC

CRD#: 314077 / SEC#: 801-121158

RIA
Registered Investment Advisory firm - (4/15/2021 Approved)
Loading...

Contact information

Main Address
615 W. De Leon St, Tampa, FL 33606
Mailing Address
Phone number
(813) 491-1593
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GOLDEN ROAD ADVISORS DISCLOSURE BROCHURE (2/21/2025)

Regulatory assets under management

Total Number of Accounts396
AUM (Assets Under Management)$ 169,960,957

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.

Company Information

GOLDEN ROAD ADVISORS LLC

CRD#: 314077Tampa, FL 33606

TRUST BUT VERIFY

Monitor Brielle Vieira

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Kyle Klatt
Kyle KlattAdvisorCheck Check Mark
MML INVESTORS SERVICES, LLC
IAR
RR
Tampa, FL
Spiros Vassilakos
Spiros VassilakosAdvisorCheck Check Mark
CSENGE ADVISORY GROUP, LLC
IAR
Tarpon Springs, FL
Gustavo Anthony Delgado Alicea
Gustavo Delgado AliceaAdvisorCheck Check Mark
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
IAR
RR
Brandon, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.