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Brianna Maria Buckley

OAK Hill Wealth Advisors, LLC

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About Brianna Maria Buckley

Brianna Maria Buckley is a financial advisor with over 10 years of experience in the industry. Brianna is currently registered with Oak Hill Wealth Advisors, LLC in Virginia and Texas. Prior to joining Oak Hill Wealth Advisors, LLC, Brianna was a registered representative with CETERA INVESTMENT SERVICES LLC in Maryland. Brianna has a strong background in financial planning, portfolio management, and investment advisory services. Brianna specializes in working with high-net-worth individuals, families, and charitable organizations. Brianna holds the Series 66, Series 7, and SIE exams.

Firm Information

Brianna Buckley is currently registered with OAK Hill Wealth Advisors, LLC. OAK Hill Wealth Advisors, LLC is a registered investment advisor based in Lansdowne, Virginia. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages approximately $542 million in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.
OAK Hill Wealth Advisors, LLC

19415 DEERFIELD AVE

LANSDOWNE, VA 20176

$542.26M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brianna Buckley’s Registration & Firm History

VA

11/16/2023 - Present

OAK Hill Wealth Advisors, LLC (LANSDOWNE VA)

MD

02/21/2020 - 11/07/2023

CETERA INVESTMENT SERVICES LLC (WALKERSVILLE MD)

MD

08/16/2016 - 02/26/2020

PNC INVESTMENTS (SILVER SPRING MD)

MD

08/06/2013 - 06/22/2016

AXA ADVISORS, LLC (COLUMBIA MD)

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Licenses & Designations

BOTH

Issued 02/27/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brianna Maria Buckley.
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