Unclaimed Profile

Nigel James Field Pierce

TELLONE MANAGEMENT GROUP INC·ANAHEIM HILLS, California

SIE, Series 7TOCFPClean record4 years registeredTELLONE MANAGEMENT GROUP INC

6200 E. CANYON RIM RD, ANAHEIM HILLS, CA 92807CRD# 7279535Firm CRD# 111051

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nigel James Field Pierce · ANAHEIM HILLS, CA

Registration

CRD #7279535 · TELLONE MANAGEMENT GROUP INC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TELLONE MANAGEMENT GROUP INC

PERIGON WEALTH MANAGEMENT, LLC

Jan 2023 – Feb 2025

Irvine, CA

TELLONE MANAGEMENT GROUP INC

Aug 2021 – Jun 2022

ANAHEIM HILLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Registration record

First registered · August 19, 2021

Years registered · 4

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TELLONE MANAGEMENT GROUP INC

CRD 111051 · SEC 801-29982

AUM

$505M

Regulatory assets under management

Employees

495 client accounts

Services offered by TELLONE MANAGEMENT GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at TELLONE MANAGEMENT GROUP INC →

Introduction

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Frequently Asked Questions

What services does Nigel James Field Pierce offer?

Nigel James Field Pierce specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Nigel James Field Pierce's credentials?

Nigel James Field Pierce holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nigel James Field Pierce located?

Nigel James Field Pierce is based in ANAHEIM HILLS, California, last registered with TELLONE MANAGEMENT GROUP INC.

How does Nigel James Field Pierce charge for services?

Nigel James Field Pierce's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TELLONE MANAGEMENT GROUP INC?

TELLONE MANAGEMENT GROUP INC has approximately 9 employees and manages $505M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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