Brian Scott Dunckley

Current Employers

Employment History

• 11/2009 → 09/2016
  Bny/Mellon
  Providence, RI
• 07/2016 → 06/2026
  Plum Pointe Wealth Management, Ltd.
  Warwick, RI
• 10/2024 → 06/2026
  Plum Pointe Wealth Management
  Providence, RI
• 06/2026 → Present
  Savvy
  Providence, RI

Previous Registrations

• 2016-09-22 → 2024-12-31
  Plum Pointe Wealth Management, Ltd
  Providence, RI
• 2009-06-01 → 2009-11-11
  Morgan Stanley
  Providence, RI
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Providence, RI
• 2006-05-23 → 2007-04-02
  Morgan Stanley Dw Inc.
  Providence, RI

Other Businesses

1. President and Managing Member of Plum Pointe Advisors, LLC, an insurance agency; non-investment related (insurance); Providence, RI; 01/01/2020; 8 hours per month; occasionally during trading; offering life insurance and fixed index annuities to clients. 2. Managing member of Saunderstown Partners, LLC, an exempt reporting adviser; investment related; Providence, RI; 01/01/2020; 10 hours per year; an ERA holding two active funds. 3. Plum Pointe Wealth Management, Investment Related, Providence, RI; serves as the DBA entity for work at Savvy, Wealth Manager, 06/22/2026, same hours as role at Savvy -this is the DBA for this role.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-04

Designations

Other Names

• Brian Scott Dunkley