Brie Pio, financial advisor Rockport ME

Brie Pio

CRD Number: 5653200
Current Firm: Birch Point Wealth Management LLC

Brie Pio (CRD# 5653200) is an Investment Advisor Representative working at Birch Point Wealth Management LLC in Rockport, ME and has over 7 years of experience in the finance industry. Brie Pio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Brian Beaulieu, financial advisor Rockport ME
Brian T. Beaulieu
CRD# 4214698
Commonwealth Financial Network
Similar Advisors
Evelyn Blum, financial advisor Rockport ME
Evelyn S. Blum
CRD# 5317004
Marshall Point Advisors LLC
Similar Advisors
Glenn Carlson, financial advisor Rockport ME
Glenn T. Carlson
CRD# 5038503
Edward Jones
Professional Designations
Company Name Location Dates Years
Birch Point Wealth Management LLC Rockport, ME Nov 2019 - Current 4
Self Rockport, ME Jun 2017 - Nov 2019 2
Abacus Wealth Partners Santa Monica, CA May 2016 - Jun 2017 1
Homemaker Chicago, IL Apr 2011 - May 2016 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2016
Contact Info for Brie E. Pio
Phone Number: (207) 370-4340
Registered State(s):
  • ME
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.