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Mariana Llamas

Brio Financial Group

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About Mariana Llamas

Mariana Llamas is a financial advisor with Brio Financial Group in SAN FRANCISCO, CA. Mariana has been a financial advisor since 2021, with experience in both broker-dealer and investment advisory roles. Mariana is licensed to provide investment advice in California and Texas, and holds the Series 7TO, SIE, and Series 65 licenses. Mariana is also a Certified Financial Planner. Brio Financial Group offers a range of financial services, including financial planning, portfolio management, and selection of other advisors. Mariana has a proven track record of success in helping her clients achieve their financial goals.

Firm Information

Mariana Llamas 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.

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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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Mariana Llamas’s Registration & Firm History

CA

11/20/2024 - Present

Brio Financial Group (SAN FRANCISCO CA)

PA

03/10/2021 - 01/20/2022

LPL FINANCIAL LLC (HORSHAM PA)

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Licenses & Designations

IA

Issued 12/31/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mariana Llamas.
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