# Rosanna Pezzo-Brizio

> Rosanna Pezzo-Brizio is a fee-only financial advisor at Tuliptree Advisors in Rye, New York. Tuliptree Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/rosanna-pezzo-brizio/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Tuliptree Advisors
- **Based in:** Rye, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $11.0M across 19 accounts
- **CRD:** 4472374 (https://adviserinfo.sec.gov/individual/summary/4472374)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2004), Series 65 (2023)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.tuliptreeadvisors.com/

## Frequently asked questions

### Is Rosanna Pezzo-Brizio a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rosanna holds no broker registration, and Tuliptree Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Rosanna charge for financial advice?

Rosanna's firm, Tuliptree Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Rosanna Pezzo-Brizio based?

Rosanna Pezzo-Brizio is based in Rye, New York.

### Is Rosanna Pezzo-Brizio registered with the SEC?

Yes. Rosanna Pezzo-Brizio is registered as an investment adviser representative in NY (CRD 4472374), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tuliptree Advisors manage?

Tuliptree Advisors reports $11.0M across 19 accounts in assets under management.

### How do I contact Rosanna Pezzo-Brizio?

Through Rosanna's website, www.tuliptreeadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4472374): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.tuliptreeadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.