Brianna Melahn has been an investment adviser representative at PPSgrp since February 2026, and is not listed among the firm’s executive officers or direct owners. Brianna Melahn studied at the University of Connecticut.
PPSGRP LLC is a White Plains, NY firm with $157M under management, 426 clients and 3 advisers in one office, as of its August 2026 filing.
Brianna Melahn is Financial Adviser of Prism Planning and Solutions Group, based in White Plains, NY. Her first job was as a personal physical trainer, and she attributes her success in the financial field to the values she learned in that career.
Brianna Melahn’s longest registration was 5 years at Insight Advisors, LLC (2020–2026). Before joining PPSgrp in 2026, Brianna Melahn was registered through Insight Advisors, LLC and Morgan Stanley.
- – present · under a yearWhite Plains, NY · Adviser representative · Firm CRD 340003
- Insight Advisors, LLC– · 5 yearsWhite Plains, NY · Adviser representative · Firm CRD 168057
- Morgan Stanley– · 1 yearPurchase, NY · Adviser representative · Firm CRD 149777
Professional designations
Listed by PPSgrp
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Brianna Melahn is registered as an investment adviser representative in 2 states. The first approvals date from February 2026; the most recent is Connecticut, in August 2026.
- ConnecticutSince 7 August 2026
- New YorkSince 20 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 August 2019 |
| Series 7TO | General Securities Representative Examination | 21 May 2019 |
| SIE | Securities Industry Essentials Examination | 26 February 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Brianna Michelle Melahn
- CRD
- 7057063
- Firm
- PPSgrp · CRD 340003
- Office
- 777 WESTCHESTER AVE., SUITE 101, White Plains, NY 10604
- Registration
- Investment adviser registration
- In the industry since
- May 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ppsgrp.com
Where does Brianna Melahn work?
Brianna Melahn is an investment adviser representative registered through PPSGRP LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Brianna Melahn a financial advisor?
Yes. Brianna Melahn has a current investment-adviser registration in Connecticut and New York, through PPSgrp since February 2026.
How many years of experience does Brianna Melahn have?
Brianna Melahn has 7 years in the financial industry, since May 2019, across 3 adviser firms.
What exams has Brianna Melahn passed?
Brianna Melahn has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2019.
Where did Brianna Melahn work before PPSgrp?
Before PPSgrp, Brianna Melahn was registered through Morgan Stanley, August 2019 to October 2020.
Where is Brianna Melahn based?
Brianna Melahn’s registered office is in White Plains, NY.
Is Brianna Melahn registered with FINRA?
No. Brianna Melahn has no current broker registration.
Is Brianna Melahn a CFP?
PPSgrp lists Brianna Melahn with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Brianna Melahn’s record?
Search CRD 7057063 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brianna Melahn’s full registration record.
- Leila ShaverChief Compliance Officer
- Julia Peloso-BarnesManaging Member