Unclaimed Profile

Michael William Shone

PEIRCE PARK GROUP INC.·WEST CHESTER, Pennsylvania

Series 6, Series 7, Series 22, Series 24, Series 63Clean record24 years registeredPEIRCE PARK GROUP INC.

300 S. HIGH STREET, WEST CHESTER, PA 19382CRD# 732323Firm CRD# 118655

Profile Verification

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

Identity

Michael William Shone · WEST CHESTER, PA

Registration

CRD #732323 · PEIRCE PARK GROUP INC. · 24 years registered

Brand Profile

Not yet started

Career History

OPEROSE ADVISORS LLC

Jun 2025 – present

CLARITI WEALTH ADVISORS

Jan 2022 – Jun 2023

WILMINGTON, DE

WHARTON EQUITY CORPORATION

Jan 2005 – Jul 2007

WEST CHESTER, PA

MARQUETTE ASSOCIATES, INC.

Feb 2002 – Feb 2022

WEST CHESTER, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · February 7, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEIRCE PARK GROUP INC.

CRD 118655 · SEC 801-71334

AUM

$411M

Regulatory assets under management

Employees

12 client accounts

Services offered by PEIRCE PARK GROUP INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at PEIRCE PARK GROUP INC. →

Introduction

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Frequently Asked Questions

What services does Michael William Shone offer?

Michael William Shone specializes in Investment Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.

What are Michael William Shone's credentials?

Michael William Shone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael William Shone located?

Michael William Shone is based in WEST CHESTER, Pennsylvania, working with PEIRCE PARK GROUP INC.. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.

How does Michael William Shone charge for services?

Michael William Shone's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer based fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEIRCE PARK GROUP INC.?

PEIRCE PARK GROUP INC. has approximately 6 employees and manages $411M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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