Investment adviser representative · Birch Point Wealth Management LLC
David J. Pio
CRD 2653049 · Rockport, ME
At a glance
David J. Pio is an investment adviser representative with Birch Point Wealth Management LLC in Rockport, ME, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Birch Point Wealth Management LLCSince July 2026Rockport, ME · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.