BA
BA

Briana Michelle Andreoni

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
115 advisors
Number of Clients
6,762 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$250K
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Location

91 Camden Street, Suite 310, Rockland, ME, 04841

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Briana is an investment advisor client facing at Apollon Wealth since August 2021. This activity takes nearly full-time, with 120 hours per month dedicated to advisory and trading activities.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2021 - Present · 4 yrs 6 mos
Apollon Wealth Management, LLC
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
July 2006 - September 2021 · 15 yrs 2 mos
UBS Financial Services INC.Broker
May 2006 - September 2021 · 15 yrs 4 mos
State Registrations1 state
ME
AdvisorBrokerBoth
Exams
No exam information available for this advisor.