Gerald Antonio
Investment adviser representative at Brio Financial Group
19 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
19 years in the industry.
- Brio Financial GroupMay 2023 to now
- The Northern Trust Co.Oct 2018 to Apr 2023
- UnemployedApr 2018 to Oct 2018
- Merrill Lynch, Pierce, Fenner & SmithFeb 2007 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2023
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
- 5188256
- Firm CRD
- 289889