Tricia
Fiore

Brokers International Financial Services, LLC

CRD#6064052
Investment Advisor
in Westerly, RI

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About this Advisor

Tricia Fiore is a financial advisor based in Westerly, Rhode Island, working with Brokers International Financial Services, LLC. Tricia has previously held positions at Tricia Fiore Cpa, LLC, Avantax Advisory Services, Brokers International Financial Services, Avantax Investment Services, Inc, and Avantax Insurance Agency, LLC. Tricia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Rhode Island. Currently, Tricia is part of Brokers International Financial Services, LLC, which operates out of Westerly, Rhode Island. The firm has 132 offices and 260 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Brokers International Financial Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Westerly, RI

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Brokers International Financial Services, LLC Brokerage Details

Total Assets Under Management

$2,000,456,128

RI Average: $9,259,360,772
Total Number of Employees

260

RI Average: 166
Total Number of Accounts

11,566

RI Average: 7,189
Average Account Size

$172,960

RI Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Tricia Fiore Work History

2021 - Present (4 years)

Brokers International Financial Services

2010 - Present (15 years)

Tricia Fiore Cpa, LLC

2014 - 2021 (7 years)

Avantax Advisory Services

2014 - 2021 (7 years)

Avantax Investment Services, Inc

2014 - 2021 (7 years)

Avantax Insurance Agency, LLC

2013 - 2014 (1 year)

Brokers International Financial Services

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Disclosures

Please visit the SEC profile of Tricia Fiore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Todd Robbins
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Kevin Pearce
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Nathan Schoenherr
Green Bay, WI
Mihailo Jovanovic
Urbandale, IA
David Duggan
Altoona, IA
Anne Saguisag
Farmington, CT

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