Tatiane Medeiros Saravia
Investment adviser representative at Brickley Wealth Management
11 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
11 years in the industry.
- Brickley Wealth ManagementFeb 2019 to now
- Summitry (formerly Golub Group)Nov 2015 to Feb 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 5891767
- Firm CRD
- 287487