Brieann Peixoto (CRD# 6181658) is an Investment Advisor Representative working at Tactivest, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tactivest, LLC | San Francisco, CA | Apr 2022 - Current | 2 |
| Tactivest, LLC | San Francisco, CA | Sep 2020 - Current | 3 |
| Tactivest | San Francisco, CA | Apr 2013 - Current | 11 |
| Vin Debut | San Francisco, CA | Jan 2016 - Sep 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- CA
-
Total Assets Under Management122MILLIONS
-
Total Number of Accounts565ACCOUNTS
-
Average Account Value$216,447
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, GA, OR, TX, WA
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