Brianna Michelle Melahn
Investment adviser representative at Prism Planning and Solutions Group
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$157MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Prism Planning and Solutions GroupFeb 2026 to now
- Insight Advisors, LLCOct 2020 to now
- Morgan StanleyJan 2019 to Oct 2020
- Equinox Fitness ClubJun 2017 to Jan 2019
- Natchaug Mental HospitalAug 2016 to Apr 2017
- University of ConnecticutAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Prism Planning and Solutions Group
Legal name: Ppsgrp LLC
$157MAssets managed
426Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7057063
- Firm CRD
- 340003