Rosanna Pezzo-Brizio
Tuliptree Advisors · Rye, New York
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.
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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 |
| Assets under management | $11.0M across 19 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4472374 |
| Exams passed | Series 63 (2004) · Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tuliptreeadvisors.com |
| Profile |
How Rosanna's firm compares
- Tuliptree Advisors's average account is about $578,000, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Rosanna
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Tuliptree Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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