Brett Barton Sharkey
Investment adviser representative at Three Bridge Wealth Advisors
17 yearsExperience
1 stateRegistered in
$1BFirm assets
17 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
Experience
17 years in the industry.
- Purshe Kaplan Sterling Investments, IncMay 2017 to now
- Three Bridge Wealth Advisors, LLCAug 2009 to now
- Sanctuary Securities, LLCNov 2011 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Three Bridge Wealth Advisors
Legal name: Three Bridge Wealth Advisors, LLC
$1BAssets managed
71Clients
2Advisers
17 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
- 4646380
- Firm CRD
- 150460