Brett Sharkey, financial advisor Portola Valley CA

Brett Sharkey

CRD Number: 4646380
Current Firm: Three Bridge Wealth Advisors

Brett Sharkey (CRD# 4646380) is an Investment Advisor Representative working at Three Bridge Wealth Advisors in Portola Valley, CA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments, Inc. Albany, NY May 2017 - Current 6
Three Bridge Wealth Advisors, LLC Menlo Park, CA Aug 2009 - Current 14
Sanctuary Securities, LLC San Francisco, CA Nov 2011 - Mar 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Jun 2003
Contact Info for Brett B. Sharkey
Phone Number: 650-433-3500
Registered State(s):
  • CA
  • NY
By the Numbers
  • Total Assets Under Management
    756
    MILLIONS
  • Total Number of Accounts
    589
    ACCOUNTS
  • Average Account Value
    $1,284,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, HI, NE, NJ, NV, NY, OK, OR, TX, WA

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