Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningEducation PlanningCharitable GivingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
571 advisors
Number of Clients
19,810 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$122.8B
Fee Structure
Financial Planning:Included in AUM fee
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Contact
Brianna Maria Buckley
Location
19415 Deerfield Ave, Suite 203, Lansdowne, VA, 20176
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Regulatory History
Clean regulatory record
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
October 2025 - Present · 4 mos
Previous Registrations
Oak Hill Wealth Advisors, LLC
November 2023 - October 2025 · 1 yr 11 mos
Cetera Investment Services LLCBroker
February 2020 - November 2023 · 3 yrs 9 mos
Cetera Investment Advisers LLC
February 2020 - November 2023 · 3 yrs 9 mos
PNC InvestmentsBroker
August 2016 - February 2020 · 3 yrs 6 mos
PNC Investments
August 2016 - February 2020 · 3 yrs 6 mos
AXA Advisors, LLC
March 2015 - June 2016 · 1 yr 3 mos
AXA Advisors, LLCBroker
August 2013 - June 2016 · 2 yrs 10 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Contact
Brianna Maria Buckley