Unclaimed Profile

Kristin Marie Pearson

INVICTA ADVISORS LLC·OAKMONT, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 51, Series 52TO, Series 53, Series 63, Series 66, Series 99TO19 years registeredINVICTA ADVISORS LLC

527 CEDAR WAY, OAKMONT, PA 15139CRD# 4522677Firm CRD# 298868

Profile Verification

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

Identity

Kristin Marie Pearson · OAKMONT, PA

Registration

CRD #4522677 · INVICTA ADVISORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

INVICTA ADVISORS LLC

Nov 2018 – present

THE COURY FIRM

Jun 2018 – Oct 2018

PITTSBURGH, PA

COURY INVESTMENT ADVISORS, INC.

Jan 2018 – Jun 2018

PITTSBURGH, PA

COURY INVESTMENT ADVISORS, INC.

May 2015 – Dec 2017

PITTSBURGH, PA

TRUSTMONT ADVISORY GROUP, INC.

Aug 2013 – Sep 2014

GREENSBURG, PA

GUNNALLEN FINANCIAL, INC

Jan 2007 – Mar 2010

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 52TO

Series 53

Series 63

Series 66

Series 99TO

Registration record

First registered · January 4, 2007

Years registered · 19

Disclosure History

1999Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

INVICTA ADVISORS LLC

CRD 298868 · SEC 801-114114

AUM

$192M

Regulatory assets under management

Employees

1,192 client accounts

Services offered by INVICTA ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVICTA ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Kristin Marie Pearson offer?

Kristin Marie Pearson specializes in Financial Planning, Investment Management. Contact their office in OAKMONT, Pennsylvania for a consultation.

What are Kristin Marie Pearson's credentials?

Kristin Marie Pearson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristin Marie Pearson located?

Kristin Marie Pearson is based in OAKMONT, Pennsylvania, working with INVICTA ADVISORS LLC. Their office serves clients in the OAKMONT metropolitan area and surrounding communities.

How does Kristin Marie Pearson charge for services?

Kristin Marie Pearson'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 INVICTA ADVISORS LLC?

INVICTA ADVISORS LLC has approximately 43 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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