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Nathan George Brickley

Brickley Wealth Management

San Francisco, CA

San Mateo, CA

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Current Employers
Brickley Wealth Management

161 W 25Th Avenue Suite 204, San Mateo, CA 94403-2266 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2021-03-31
CA RA APPROVED 2017-07-18
  • OR RA
    APPROVED
    Since 2021-03-31
  • CA RA
    APPROVED
    Since 2017-07-18

Branch Locations

San Francisco, CA • United States

161 W 25Th Avenue Suite 204, San Mateo, CA 94403-2266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc San Mateo CA 02/2015 06/2017
Brickley Wealth Management San Mateo CA 06/2017 Present
Brickley & Company Cpa Inc. San Mateo CA 07/2013 12/2019
Brickley & Company Cpa Inc San Mateo CA 12/2019 Present
  • 02/2015 → 06/2017
    Lpl Financial, Llc
    San Mateo, CA
  • 06/2017 → Present
    Brickley Wealth Management
    San Mateo, CA
  • 07/2013 → 12/2019
    Brickley & Company Cpa Inc.
    San Mateo, CA
  • 12/2019 → Present
    Brickley & Company Cpa Inc
    San Mateo, CA
Previous Registrations
Other Businesses

02/11/2015: Brickley & Company CPA Inc. - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - 30% Time Spent - CPA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-11
  • S66 Uniform Combined State Law Examination
    2016-06-11

View on SEC IAPD

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