Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,345 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$25K
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Location

100 Western Boulevard, Glastonbury, CT, 06033

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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

Bria is involved with JF Comer Landscape Design LLC, handling organization, administration, and customer service, dedicating about 10-20% of her time. She also works as an independent consultant for BeautyCounter, advertising beauty products for sale and spending a few hours per week on this activity.

Employment History
Current Registrations
Adviceone Advisory Services, LLC
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Ssn Advisory, INC.
March 2018 - January 2019 · 10 mos
Securities Service Network, LLCBroker
March 2016 - December 2019 · 3 yrs 9 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.