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Shannon Marie Pierce

BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC·BALTIMORE, Maryland
SIE, Series 99Clean recordBROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
901 SOUTH BOND STREET, BALTIMORE, MD 21231CRD# 5017028Firm CRD# 124612

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shannon Marie Pierce · BALTIMORE, MD
Registration
CRD #5017028 · BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
CRD 124612 · SEC 801-61732
AUM
$7.3B
Regulatory assets under management
Employees
26
360 client accounts
Services offered by BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

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04

Frequently Asked Questions

What services does Shannon Marie Pierce offer?
Shannon Marie Pierce specializes in Investment Management, Retirement Planning. Contact their office in BALTIMORE, Maryland for a consultation.
What are Shannon Marie Pierce's credentials?
Shannon Marie Pierce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shannon Marie Pierce located?
Shannon Marie Pierce is based in BALTIMORE, Maryland, working with BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Shannon Marie Pierce charge for services?
Shannon Marie Pierce's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC?
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC has approximately 26 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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