Brianna Marie Mariolle

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 12/2019
  Brownson, Rehmus & Foxworth
  Menlo Park, CA
• 01/2020 → 03/2021
  Portola Partners Group Llc
  Menlo Park, CA
• 03/2021 → 11/2024
  Ieq Capital, Llc
  Foster City, CA
• 01/2025 → Present
  Beacon Pointe Advisors, Llc
  Campbell, CA

Previous Registrations

• 2021-03-18 → 2024-12-13
  Ieq Capital, Llc
  Foster City, CA
• 2020-03-10 → 2021-03-12
  Portola Partners
  Menlo Park, CA
• 2017-06-30 → 2019-12-31
  Brownson, Rehmus & Foxworth, Inc.
  Menlo Park, CA

Designations

• Chartered Financial Analyst

Other Names

• Brianna Mariolle