Brie E. Pio
Professional summary
Brie Ellen Pio, CFP®, who also goes by Brie E Zabor, is a registered financial advisor currently at BIRCH POINT WEALTH MANAGEMENT LLC located in Rockport, Maine.
Brie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brie has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brie Ellen Pio's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
January 13, 2020 - Present
BIRCH POINT WEALTH MANAGEMENT LLC
Office #1: 18 Central Street, Rockport, ME 04856November 22, 2016 - December 12, 2017
ABACUS WEALTH PARTNERS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/13/2020)
(7/13/2022)
Current Firm
BIRCH POINT WEALTH MANAGEMENT LLC
CRD#: 306596 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 93 |
| AUM (Assets Under Management) | $ 20,841,665 |
Red Flags
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Company Information
BIRCH POINT WEALTH MANAGEMENT LLC
CRD#: 306596Rockport, ME 04856TRUST BUT VERIFY
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