Brett
Mirliani
Birch Hill Investment Advisors LLC
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About this Advisor
Brett Mirliani is a certified financial planner and chartered financial analyst operating out of Boston, Massachusetts who has 7 years of relevant experience. Mirliani is an advisor for Birch Hill Investment Advisors LLC. Their career trajectory has included roles at Birch Hill Investment Advisors LLC, Granite Harbor Asset Management, LLC, Global Symmetrics Group (Start Up) and Pinnacle Equity Solutions. Mirliani maintains a Series 63 license, certifying them as a securities representative, and is registered to operate in Massachusetts. Birch Hill Investment Advisors LLC is a business operating out of Boston, MA. It handles $2 billion in assets across its 187 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 187 client accounts, 89% are associated with high-net-worth clients who have greater than $1 million in assets. Birch Hill Investment Advisors LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on the type of financial services. However, fee types charged by Birch Hill Investment Advisors LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Birch Hill Investment Advisors LLC Brokerage Details
$2,064,583,618
19
187
$11,040,554
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brett Mirliani Work History
Brett has been registered as a financial advisor for 7 years.*
Birch Hill Investment Advisors LLC
Granite Harbor Asset Management, LLC
Pinnacle Equity Solutions
Global Symmetrics Group (Start Up)
*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 Brett Mirliani 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 Birch Hill Investment Advisors LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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.
