Carissa Nguyen Yen

Employer firm

Brickley Wealth Management CRD 287487

$950M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2022 → 03/2026
  Summitry Llc
  Foster City, CA
• 10/2019 → 04/2022
  Clarity Wealth Advisors Llc
  San Jose, CA
• 06/2018 → 07/2019
  Universitas Alma Ata/Via
  Yogyakarta
• 04/2018 → 06/2018
  Building Opportunities For Self Sufficiency
  Berkeley, CA
• 11/2015 → 12/2017
  Ucsc Its
  Santa Cruz, CA
• 12/2017 → 04/2018
  Unemployed
  Santa Cruz, CA
• 05/2026 → Present
  Brickley Wealth Management
  San Mateo, CA

Previous Registrations

• 2023-03-27 → 2026-03-06
  Summitry, Llc
  Foster City, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-27