Brie E. Pio

BIRCH POINT WEALTH MANAGEMENT LLC

Rockport, ME 04856

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CRD#: 5653200

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

Are you a "fiduciary"?

Yes

Aliases

Brie E Zabor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brie Ellen Pio's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

January 13, 2020 - Present

BIRCH POINT WEALTH MANAGEMENT LLC

Office #1: 18 Central Street, Rockport, ME 04856

RIA

CRD#: 306596

Rockport, ME

Past

November 22, 2016 - December 12, 2017

ABACUS WEALTH PARTNERS

RIA

CRD#: 128590

Woodland Hills, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maine
(1/13/2020)

IAR

Texas
(7/13/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/21/2016

Uniform Investment Adviser Law Examination

Current Firm

BIRCH POINT WEALTH MANAGEMENT LLC

CRD#: 306596 / SEC#:

Maine

Registered Investment Advisory firm - (1/13/2020 Approved)

Texas

Registered Investment Advisory firm - (7/13/2022 Conditional Restricted)

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Contact information

Main Address

18 Central Street, Rockport, ME 04856

Mailing Address

P.o. Box 104, Rockport, ME 04856

Phone number

(207) 370-4340

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	93
AUM (Assets Under Management)	$ 20,841,665

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Brie E. Pio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brie Ellen Pio's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIRCH POINT WEALTH MANAGEMENT LLC

ABACUS WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2016

Current Firm

BIRCH POINT WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BIRCH POINT WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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