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Devin Caroline Brieske

Stokes Family Office LLC

New Orleans, LA

CRD 7692547

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Employer firm

Stokes Family Office LLC CRD 300899

$3.35B regulatory AUM 20 advisory clients

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:

Current Employers
Stokes Family Office Llc

1100 Poydras St Ste. 2775, New Orleans, LA 70163 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-01-31
TX RA APPROVED 2023-01-31
  • LA RA
    APPROVED
    Since 2023-01-31
  • TX RA
    APPROVED
    Since 2023-01-31

Branch Locations

1100 Poydras St Ste. 2775, New Orleans, LA 70163 • 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
Stokes Family Office New Orleans LA 10/2020 Present
Marriott Vacation Club Hilton Head SC 07/2016 09/2020
  • 10/2020 → Present
    Stokes Family Office
    New Orleans, LA
  • 07/2016 → 09/2020
    Marriott Vacation Club
    Hilton Head, SC
Designations
  • Certified Financial Planner
Other Names
  • Devin Brieske

View on SEC IAPD

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CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
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Nearby Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA

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