Brianna Elizabeth Visalli

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2026 → Present
  Raymond James Financial Services, Inc.
  San Ramon, CA
• 05/2016 → 05/2017
  Pepperdine University
  Malibu, CA
• 06/2017 → 04/2020
  Barclay's Women's Super League - West Ham United
  London
• 05/2020 → 01/2023
  National Women's Soccer League - Houston Dash
  Houston, TX
• 01/2023 → 12/2023
  Barclay's Women's Super League - Brighton And Hove Albion
  Brighton
• 03/2024 → 02/2026
  Stanford University - Athletics Department
  Stanford, CA
• 02/2026 → Present
  Summit Financial Group
  San Ramon, CA
• 08/2026 → Present
  Raymond James Financial Services Advisors, Inc
  San Ramon, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-08-24

Other Names

• Bri Visalli