M'Lissa Brillhart has been an investment adviser representative at LifeSteps Financial since February 2020, and is not listed among the firm’s executive officers or direct owners.
Lifesteps Financial, Inc. is a Claremont, CA firm with $443M under management, 680 clients and 3 advisers across 4 offices, as of its September 2026 filing.
- Lifesteps FinancialCurrent– present · 6 yearsClaremont, CA · Adviser representative · Firm CRD 153852
Investment adviser representative registrations
M'Lissa Brillhart is registered as an investment adviser representative in California, since February 2020.
- CaliforniaSince 11 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 February 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- M'Lissa Ann Brillhart
- CRD
- 7220761
- Firm
- LifeSteps Financial · CRD 153852
- Office
- 250 WEST FIRST STREET, SUITE 248, Claremont, CA 91711
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does M'Lissa Brillhart work?
M'Lissa Brillhart is an investment adviser representative registered through Lifesteps Financial, Inc. since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is M'Lissa Brillhart a financial advisor?
Yes. M'Lissa Brillhart has a current investment-adviser registration in California, through LifeSteps Financial since February 2020.
How many years of experience does M'Lissa Brillhart have?
M'Lissa Brillhart has 6 years in the financial industry, since February 2020, across 1 adviser firm.
What exams has M'Lissa Brillhart passed?
M'Lissa Brillhart passed the Series 65 in February 2020.
Where is M'Lissa Brillhart based?
M'Lissa Brillhart’s registered office is in Claremont, CA.
Is M'Lissa Brillhart registered with FINRA?
No. M'Lissa Brillhart has no current broker registration.
How can I verify M'Lissa Brillhart’s record?
Search CRD 7220761 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes M'Lissa Brillhart’s full registration record.