AdvisorOS Directory
Claim Profile
Unclaimed Profile
BP

Brian Keith Pearson

AMAZZ INVESTMENT MANAGEMENT, INC.·WILLIAMSVILLE, New York
Clean record4 years registeredAMAZZ INVESTMENT MANAGEMENT, INC.
5214 MAIN STREET #200, WILLIAMSVILLE, NY 14221CRD# 4654687Firm CRD# 126545

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Keith Pearson · WILLIAMSVILLE, NY
Registration
CRD #4654687 · AMAZZ INVESTMENT MANAGEMENT, INC. · 4 years registered
Brand Profile
Not yet started
01

Career History

AMAZZ INVESTMENT MANAGEMENT, INC.
Nov 2021 – present
02

Registrations & Exams

Registration record
First registered · November 1, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMAZZ INVESTMENT MANAGEMENT, INC.
CRD 126545 · SEC 801-85194
AUM
$87M
Regulatory assets under management
Employees
1
142 client accounts
Services offered by AMAZZ INVESTMENT MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AMAZZ INVESTMENT MANAGEMENT, INC. →
Introduction

Speak with Brian

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

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

Looking for a financial advisor in WILLIAMSVILLE?

Browse all registered financial advisors in WILLIAMSVILLE, New York or claim this profile if it's yours.

Browse WILLIAMSVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Brian Keith Pearson offer?
Brian Keith Pearson specializes in Investment Management. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are Brian Keith Pearson's credentials?
Brian Keith Pearson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Keith Pearson located?
Brian Keith Pearson is based in WILLIAMSVILLE, New York, working with AMAZZ INVESTMENT MANAGEMENT, INC.. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does Brian Keith Pearson charge for services?
Brian Keith Pearson'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 AMAZZ INVESTMENT MANAGEMENT, INC.?
AMAZZ INVESTMENT MANAGEMENT, INC. has approximately 1 employees and manages $87M 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 →

More Advisors in WILLIAMSVILLE, New York

Joshua Burch Heims
LINCOLN SPARROW ADVISORS, LLC·WILLIAMSVILLE, NY
Scott Michael Mccarthy
CAMBRIDGE ADVISORS, LLC·WILLIAMSVILLE, NY
CFP
George Peter Harris
BENTHAM WEALTH ADVISORS INC·WILLIAMSVILLE, NY
CFP
Anthony Joseph Ogorek
OGOREK WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, NY
Erik Mo O'neill
NORTHCAPE WEALTH MANAGEMENT, LLC·WILLIAMSVILLE, NY
CFP
James Robert Bruce
NOTTINGHAM ADVISORS INC.·WILLIAMSVILLE, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile