Aaron Brickley, financial advisor San Mateo CA
96 score

Aaron Brickley

CRD Number: 5326096
Current Firm: Brickley Wealth Management

Aaron Brickley (CRD# 5326096) is an Investment Advisor Representative working at Brickley Wealth Management in San Mateo, CA and has over 10 years of experience in the finance industry. Aaron Brickley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Brickley Wealth Management San Mateo, CA Jun 2017 - Current < 1
Lpl Financial LLC San Mateo, CA Apr 2011 - Jun 2017 6
Unionbanc Investment Services Los Angeles, CA Jun 2008 - Apr 2011 2
Unemployed Los Angeles, CA Mar 2008 - May 2008 < 1
Ameriprise Financial Services,inc. Los Angeles, CA Oct 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Aaron M. Brickley
Phone Number: (650) 638-0111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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


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This advisor has a clean track record with regulators.

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