Unclaimed Profile

Talia Pierluissi

STANFORD INVESTMENT GROUP, INC.·MOUNTAIN VIEW, California

SIE, Series 7, Series 63, Series 65Clean record19 years registeredSTANFORD INVESTMENT GROUP, INC.

2570 W. EL CAMINO REAL, MOUNTAIN VIEW, CA 94040CRD# 5134737Firm CRD# 10331

Profile Verification

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

Identity

Talia Pierluissi · MOUNTAIN VIEW, CA

Registration

CRD #5134737 · STANFORD INVESTMENT GROUP, INC. · 19 years registered

Brand Profile

Not yet started

Career History

ASPIRIANT, LLC

Feb 2017 – present

STANFORD INVESTMENT GROUP, INC.

Nov 2006 – Feb 2017

MOUNTAIN VIEW, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 16, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STANFORD INVESTMENT GROUP, INC.

CRD 10331 · SEC 801-16773

AUM

$801M

Regulatory assets under management

Employees

985 client accounts

Services offered by STANFORD INVESTMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STANFORD INVESTMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Talia Pierluissi offer?

Talia Pierluissi specializes in Financial Planning, Investment Management. Contact their office in MOUNTAIN VIEW, California for a consultation.

What are Talia Pierluissi's credentials?

Talia Pierluissi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Talia Pierluissi located?

Talia Pierluissi is based in MOUNTAIN VIEW, California, working with STANFORD INVESTMENT GROUP, INC.. Their office serves clients in the MOUNTAIN VIEW metropolitan area and surrounding communities.

How does Talia Pierluissi charge for services?

Talia Pierluissi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STANFORD INVESTMENT GROUP, INC.?

STANFORD INVESTMENT GROUP, INC. has approximately 16 employees and manages $801M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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