Robert joseph Gregory Mendoza
Investment adviser representative at Brio Financial Group
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
8 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Brio Financial GroupSep 2026 to now
- Bailard, IncJul 2023 to Jul 2026
- Cetera Advisor NetworksOct 2020 to May 2023
- True Wealth Advisory GroupOct 2020 to May 2023
- Raymond James & Associates, Inc.Sep 2016 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Brio Financial Group
Legal name: Brio Consultants, LLC
$1.1BAssets managed
804Clients
16Advisers
8 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
- 4136489
- Firm CRD
- 289889