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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christopher Pirri is a financial advisor registered with The Colony Group, LLC. Brian is a Certified Financial Planner and has over 10 years of experience in the industry. Brian has been serving clients in the areas of financial planning, investment management, and insurance solutions. Brian is committed to providing his clients with personalized financial advice that meets their individual needs and goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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NH
06/03/2024 - Present
THE Colony Group, LLC (Windham NH)
MA
06/25/2012 - 07/28/2017
PURSHE KAPLAN STERLING INVESTMENTS (NORTH ANDOVER MA)
BC
Issued 07/30/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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