linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gerald Antonio

Brio Financial Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gerald? Claim Your Profile

About Gerald Antonio

Gerald Antonio is an investment advisor representative with Brio Financial Group. Gerald is based in SAN FRANCISCO, CA. Gerald is registered with the state of California. Gerald has been working in the financial services industry since 2006 and has a wide range of experience in financial planning and portfolio management. Gerald has worked for several firms including MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and AMERIPRISE FINANCIAL SERVICES, INC. Brio Financial Group has a large client base including individuals, corporations and high net worth individuals. The firm specializes in financial planning and portfolio management for individuals and businesses.

Firm Information

Gerald Antonio is currently registered with Brio Financial Group. Brio Financial Group is an investment advisor based in San Francisco, California. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and high-net-worth clients. Brio Financial Group manages approximately $699 million in assets.
Brio Financial Group

19 SUTTER STREET

SAN FRANCISCO, CA 94104

$699.44M

Assets Under Management

Not reported

Total Clients

11

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gerald Antonio’s Registration & Firm History

CA

08/01/2023 - Present

Brio Financial Group (SAN FRANCISCO CA)

CA

02/24/2007 - 04/09/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

CA

09/19/2006 - 12/11/2006

AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)

Not sure if Gerald Antonio is right for you?

Licenses & Designations

IA

Issued 07/31/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/22/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gerald Antonio.
Not sure if Gerald Antonio is right for you?