Sierra Brinton

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-01

Branch Locations

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

Organization	City	State	From	To
Equitable Advisors, Llc	San Francisco	CA	05/2024	03/2025
University Of California, Davis	Davis	CA	09/2020	06/2024
Peet's Coffee-U.C. Davis Housing And Dining Services	Davis	CA	05/2021	12/2023
Insight Global	Sacramento	CA	07/2023	09/2023
Cooltra	Barcelona		06/2022	07/2022
U.S. Census Bureau	Davis	CA	08/2020	09/2020
Unemployed	Carmel	CA	05/2014	07/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	San Francisco	CA	03/2025	Present
Bank Of America, N.A.	San Francisco	CA	04/2025	Present

05/2024 → 03/2025

Equitable Advisors, Llc

San Francisco, CA
09/2020 → 06/2024

University Of California, Davis

Davis, CA
05/2021 → 12/2023

Peet's Coffee-U.C. Davis Housing And Dining Services

Davis, CA
07/2023 → 09/2023

Insight Global

Sacramento, CA
06/2022 → 07/2022

Cooltra

Barcelona
08/2020 → 09/2020

U.S. Census Bureau

Davis, CA
05/2014 → 07/2020

Unemployed

Carmel, CA
03/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Francisco, CA
04/2025 → Present

Bank Of America, N.A.

San Francisco, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-02-24

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