Brianna Buckley is a registered investment advisor at Cerity Partners LLC, based in New York, NY, with 12 years of industry experience. Brianna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 6 more. Their firm serves 19,810 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Contact
Brianna Buckley
Location
99 Park Avenue, 16th Floor, New York, NY, 10016
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brianna is involved in several outside business activities, including selling health supplements, authoring and selling a cookbook, hosting an Airbnb, and creating content for social media. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Oak Hill Wealth Advisors, LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
PNC InvestmentsBroker
PNC Investments
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams