Stephen Mark Brickley
Investment adviser representative at Brickley Wealth Management
41 yearsExperience
2 statesRegistered in
$950.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
41 years in the industry.
- Brickley Wealth ManagementMay 2017 to now
- Brickley & Company CpaJan 1985 to now
- LPL Financial, LLCMay 1999 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
Brickley Wealth Management
$950.1MAssets managed
196Clients
6Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3233791
- Firm CRD
- 287487