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Brie Ellen Pio

Birch Point Wealth Management LLC

Rockport, ME

CRD 5653200

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Employer firm

Birch Point Wealth Management LLC CRD 306596

$41.1M regulatory AUM 27 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Birch Point Wealth Management Llc

18 Central Street, Rockport, ME 04856 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-13
ME RA APPROVED 2020-01-13
  • TX RA
    APPROVED_RES
    Since 2022-07-13
  • ME RA
    APPROVED
    Since 2020-01-13

Branch Locations

18 Central Street, Rockport, ME 04856 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Birch Point Wealth Management Llc Rockport ME 11/2019 Present
Self Rockport ME 06/2017 11/2019
Abacus Wealth Partners Santa Monica CA 05/2016 06/2017
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-21
  • S65 Uniform Investment Adviser Law Examination
    2016-11-21
Designations
  • Certified Financial Planner
Other Names
  • Brie E Zabor

View on SEC IAPD

Nearby Firms

EDWARD JONES
ROBERT W. BAIRD & CO. INCORPORATED
AMPERSAND INVESTMENT ADVISORS

Nearby Investors

DAVID JAMES PIO
Connie L Gardiner
Kenneth Ray Gardiner

Nearby Offices

EDWARD JONES · CAMDEN, ME
ROBERT W. BAIRD & CO. INCORPORATED · Camden, ME
AMPERSAND INVESTMENT ADVISORS · CAMDEN, ME

More in Rockport, ME

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