Devin
Brieske
Stokes Family Office LLC
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About this Advisor
Devin Brieske is a certified financial planner based out of New Orleans, Louisiana. Brieske currently works for Stokes Family Office LLC. Their career trajectory has included roles at Stokes Family Office, Marriott Vacation Club, Chem-Rez, Student and Black Marlin. Brieske is approved to serve investors in Louisiana and Texas. Stokes Family Office LLC is a registered investment business that has its headquarters in New Orleans, LA. The firm has a total of eight people on staff. It controls $2 billion in total assets across its 1,820 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 1,820 client accounts, 36% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically vary depending on which services are provided. However, fee types billed by Stokes Family Office LLC can be comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stokes Family Office LLC Brokerage Details
$1,556,312,226
8
1,820
$855,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Devin Brieske Work History
Devin has been registered as a financial advisor for 0 years.*
Stokes Family Office
Marriott Vacation Club
Chem-Rez
Black Marlin
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Devin Brieske to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stokes Family Office LLC
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
