Unclaimed Profile

David Allen Pierce

CATALYST WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

SIE, Series 6, Series 7, Series 63, Series 6521 years registeredCATALYST WEALTH MANAGEMENT, LLC

3525 PIEDMONT ROAD, ATLANTA, GA 30305CRD# 4583553Firm CRD# 291138

Profile Verification

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

Identity

David Allen Pierce · ATLANTA, GA

Registration

CRD #4583553 · CATALYST WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

APOLLON WEALTH MANAGEMENT, LLC

May 2023 – present

CATALYST WEALTH MANAGEMENT

May 2018 – Dec 2023

Atlanta, GA

KALOS MANAGEMENT

Dec 2015 – Jul 2018

Suwanee, GA

TRIAD ADVISORS, INC.

Aug 2011 – Dec 2015

Suwanee, GA

MML INVESTORS SERVICES, LLC

Oct 2009 – Aug 2011

SUWANEE, GA

ONEAMERICA SECURITIES, INC.

Dec 2004 – Oct 2009

NORCROSS, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · December 1, 2004

Years registered · 21

Disclosure History

2020Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CATALYST WEALTH MANAGEMENT, LLC

CRD 291138 · SEC 801-112814

AUM

$193M

Regulatory assets under management

Employees

763 client accounts

Services offered by CATALYST WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CATALYST WEALTH MANAGEMENT, LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Allen Pierce offer?

David Allen Pierce specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are David Allen Pierce's credentials?

David Allen Pierce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Allen Pierce located?

David Allen Pierce is based in ATLANTA, Georgia, working with CATALYST WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does David Allen Pierce charge for services?

David Allen Pierce'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 CATALYST WEALTH MANAGEMENT, LLC?

CATALYST WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →