Brian Picariello

About Brian Picariello

Managing Director of the Northeast Region at Mercer Advisors, Brian’s industry credentials include being a Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Chartered Financial Analyst (CFA®).Through his work at Mercer Advisors, Brian has put multiple wealth drivers to work for his clients, so they don\'t have to rely solely on investment returns to help achieve their goals. He looks at his clients\' entire financial picture — their assets, liabilities, income and expenses — to help find more cash for them to invest for the future or spend today.Because Brian is also a CPA, his clients work with a senior professional whose experience and knowledge can result in significant tax savings.Lastly, Brian always puts his clients first. He does not sell proprietary investment products and is completely unbiased and transparent in everything he does. He also controls growth so that he can provide his clients with exceptional service — something his clients consistently praise him for.Brian has been quoted in the media, including addressing wealth management issues for Rounds Online, an MD Preferred publication for medical professionals, as well as Worth magazine.He is a member of the CFA Institute, New York Society of Security Analysts (NYSSA), the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA). Previously, Brian served as Vice President in the Wealth Management Services’ Private Client Group of Merrill Lynch and as Tax Manager at Arthur Andersen, LLP in their New York City office.He holds a B.S. in Accounting from Albright College and a MBA in Finance from Rutgers University School of Business.Specialties: Comprehensive Personal Financial PlanningInvestment Advisory ServicesIncome Tax Planning and PreparationInsurance StrategiesEstate Planning

Experience

1. Managing Partner

   Mercer Advisors

   Jan 2026 — Present

Education

• Rutgers Business School

  MBA, Finance

  2000 — 2002

• Albright College

  BS, Accounting

  1991 — 1995

Skills

• Investment Strategies
• Alternative Investments
• Tax
• Wealth
• Wealth Management Services
• Financial Risk
• Asset Management
• Fixed Income
• Financial Planners
• Retirement Plan Consulting
• Series 63
• Cpa
• Financial Advisory
• Pensions
• Investment Advisory
• Series 7
• Portfolio Management
• Wealth Management
• 401k
• Insurance
• Series 24
• Trust Services
• Investments
• Investment Management
• Estate Tax Planning
• Disability Insurance
• Tax Preparation
• Equities
• Small Business
• Retirement Planning
• Securities
• Estate Planning
• Finra
• Term Life Insurance
• Cash Flow
• Financial Services
• Personal Finance
• Retirement
• Bonds
• Strategic Financial Planning