Michael Sinclair Telford
Investment adviser representative at Brio Financial Group
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Brio Financial GroupAug 2020 to now
- Ernst & YoungMay 2019 to Aug 2020
- Brio Financial GroupOct 2017 to Apr 2019
- Ameriprise Financial Services, Inc.Mar 2017 to Oct 2017
- The Vanguard Group, Inc.Jun 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6267736
- Firm CRD
- 289889