Unclaimed Profile

Brian Andrew Pierson

AERIE ADVISORY GROUP LLC·GIG HARBOR, Washington

SIE, Series 7, Series 63, Series 65CFPClean record23 years registeredAERIE ADVISORY GROUP LLC

3025 HARBORVIEW DRIVE, GIG HARBOR, WA 98335CRD# 4571557Firm CRD# 333610

Profile Verification

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

Identity

Brian Andrew Pierson · GIG HARBOR, WA

Registration

CRD #4571557 · AERIE ADVISORY GROUP LLC · 23 years registered

Brand Profile

Not yet started

Career History

AERIE ADVISORY GROUP LLC

Dec 2024 – present

PRESIDIO CAPITAL ADVISORS LLC

Dec 2014 – Oct 2016

BETHESDA, MD

CONVERGENT WEALTH ADVISORS, LLC

May 2007 – Dec 2014

POTOMAC, MD

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

Dec 2002 – May 2007

ROCKVILLE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · December 10, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AERIE ADVISORY GROUP LLC

CRD 333610 · SEC 801-131472

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by AERIE ADVISORY GROUP LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at AERIE ADVISORY GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Brian Andrew Pierson offer?

Brian Andrew Pierson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GIG HARBOR, Washington for a consultation.

What are Brian Andrew Pierson's credentials?

Brian Andrew Pierson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Andrew Pierson located?

Brian Andrew Pierson is based in GIG HARBOR, Washington, working with AERIE ADVISORY GROUP LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.

How does Brian Andrew Pierson charge for services?

Brian Andrew Pierson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AERIE ADVISORY GROUP LLC?

AERIE ADVISORY GROUP LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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