Emily Linn Brillo
Investment Adviser Representative at Potentia Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Emily Linn Brillo is an investment adviser representative with Potentia Wealth in Escondido, CA, where they have been registered since 2025. They have worked in the securities industry since 2017 and were previously registered with Mariner Independent. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL FinancialMar 2006 – Nov 2017San Diego, CA
- Honor Bound Partners, LLCDec 2017 – Mar 2019Sacramento, CA
- LPL Financial, LLCDec 2017 – May 2022Escondido, CA
- Strategic Wealth Advisors Group, LLCFeb 2019 – May 2022Escondido, CA
- Potentia WealthMay 2023 – no end date reportedEscondido, CA
- LPL Financial LLCApr 2024 – no end date reportedEscondido, CA
- Potentia WealthMay 2022 – May 2023Escondido, CA
- Mariner IndependentJul 2019 – Apr 2024Escondido, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Potentia Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Life Planning, Wealth Management, Family Portfolio management, Wealth Transfer, and Potentia Tax. Investment management follows a three-part process (Core, Satellites, and Fixed Income) benchmarked to the S&P 500, using mutual funds, individual stocks, thematic investments, bonds, and alternative investments, tailored to client goals, life stage, and risk tolerance.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- San Jose, CA
- SEC file number:
- 801-129366
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Potentia Wealth
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Emily Linn Brillo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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