Fiera Brein
Fiera Brein is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cupertino, CA, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
19960 Stevens Creek Boulevard, Cupertino, CA, 95014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Fiera works as an associate/employee for Addison Avenue Investment Services, providing assistance to a financial advisor. Fiera also works as an associate/employee for First Tech Federal Credit Union, providing assistance to a financial advisor; both roles take about half of Fiera's time or more.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.