Brian Juliano is a registered investment advisor, based in Saratoga Springs, NY, with 1 years of industry experience.
Location
321 Broadway, 5th Floor, Saratoga Springs, NY, 12866
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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 →Employment History
Current Registrations
Cp Client Solutions LLCBroker
January 2026 - Present · 4 mos
Cerity Partners LLC
September 2025 - Present · 8 mos
Previous Registrations
Goldman Sachs Wealth Services, L.P.
September 2024 - September 2025 · 1 yr
Goldman Sachs & CO. LLCBroker
August 2024 - September 2025 · 1 yr 1 mo
State Registrations1 state
NY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.