BD
BD

Briana Olivia D'esposito

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
804 clients
Average Client Portfolio
$446K average
Assets Under Management
$358.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

2412 Irwin Street, Melbourne, FL, 32901

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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 ActivitiesSells Insurance

Briana is an insurance agent selling fixed life, health, annuity, and disability income insurance since 2022. She also owns Live True Productions, an event and film company, and rental property in Sayulita, Mexico, dedicating a few hours per week to the latter. Finally, she is an investment advisor representative for advisory services offered through Rossby Financial, LLC.

Employment History
Current Registrations
Rossby Financial, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
May 2021 - January 2024 · 2 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Briana Olivia D'esposito - Financial Advisor | TrueAdvisor