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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Sharkey is a financial advisor with over 20 years of experience in the industry. Brett currently works for Three Bridge Wealth Advisors and is registered in California and New York. Brett specializes in providing financial advice to high-net-worth individuals and individuals other than high-net-worth, and offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Prior to joining Three Bridge Wealth Advisors, Brett worked for Sanctuary Securities LLC, Hightower Securities, LLC, Purshe Kaplan Sterling Investments, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Brett has passed the Series 63, 65, 7, 99TO, and SIE exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/16/2022 - Present
Three Bridge Wealth Advisors (LOS ALTOS CA)
CA
11/17/2011 - 05/05/2017
SANCTUARY SECURITIES LLC (Portola Valley CA)
CA
07/22/2010 - 11/11/2011
HIGHTOWER SECURITIES, LLC (MENLO PARK CA)
CA
08/14/2009 - 07/22/2010
PURSHE KAPLAN STERLING INVESTMENTS (MENLO PARK CA)
CA
06/01/2009 - 09/04/2009
MORGAN STANLEY SMITH BARNEY (MENLO PARK CA)
CA
05/15/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
IA
Issued 06/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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