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Kimberly Lynne Pierce

DANIEL DEVINE & COMPANY·DELRAY BEACH, Florida
Clean record21 years registeredDANIEL DEVINE & COMPANY
365 SE 6TH AVE., S-305, DELRAY BEACH, FL 33483-5297CRD# 4642159Firm CRD# 131260

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Lynne Pierce · DELRAY BEACH, FL
Registration
CRD #4642159 · DANIEL DEVINE & COMPANY · 21 years registered
Brand Profile
Not yet started
01

Career History

SLATESTONE WEALTH LLC
Sep 2018 – present
DANIEL DEVINE & COMPANY
Mar 2005 – Dec 2018
DELRAY BEACH, FL
02

Registrations & Exams

Registration record
First registered · March 3, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DANIEL DEVINE & COMPANY
CRD 131260 · SEC 801-63207
AUM
$258M
Regulatory assets under management
Employees
2
71 client accounts
Services offered by DANIEL DEVINE & COMPANY
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at DANIEL DEVINE & COMPANY →
Introduction

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05

Frequently Asked Questions

What services does Kimberly Lynne Pierce offer?
Kimberly Lynne Pierce specializes in Investment Management, Fee-Only Advisory. Contact their office in DELRAY BEACH, Florida for a consultation.
What are Kimberly Lynne Pierce's credentials?
Kimberly Lynne Pierce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Lynne Pierce located?
Kimberly Lynne Pierce is based in DELRAY BEACH, Florida, working with DANIEL DEVINE & COMPANY. Their office serves clients in the DELRAY BEACH metropolitan area and surrounding communities.
How does Kimberly Lynne Pierce charge for services?
Kimberly Lynne Pierce's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DANIEL DEVINE & COMPANY?
DANIEL DEVINE & COMPANY has approximately 2 employees and manages $258M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DANIEL DEVINE & COMPANY

Daniel Edward Devine
DELRAY BEACH, FL

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