Briana Sophia Meyer

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2017 → 08/2025
  The Beachbody Company, Llc
  El Segundo, CA
• 03/2017 → 01/2018
  Nfl Media
  Culver City, CA
• 05/2015 → 02/2017
  The Beachbody Company, Llc
  Santa Monica, CA
• 09/2025 → Present
  Horowitz Wealth Advisors
  San Francisco, CA
• 09/2025 → Present
  Lpl Financial
  San Francisco, CA

Other Businesses

1) 10/2025 - Horowitz Wealth Advisors / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 2) 10/2025 - Briana Meyer Freelance / Owner / Business Owner / Non Inv Related / Los Angeles CA, 90038 / Start date 01/01/2013 - 70 hrs per month - 25% time spent

Exams

• S66 Uniform Combined State Law Examination
  2026-08-03

Other Names

• Briana Meyer