linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christian Pierce

Farther

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christian? Claim Your Profile

About Christian Pierce

Christian Pierce is a financial advisor based in Brooklyn, New York. Christian is currently registered with Farther and is also registered in New York as an Investment Advisor Representative (IAR). Christian has been working in the financial industry since 2014. Prior to joining Farther, Christian worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, E*TRADE Securities LLC and AXA Advisors, LLC. Christian holds the Series 66, SIE and Series 7 licenses. Christian specializes in financial planning, pension consulting, and portfolio management. Christian has a client base of individuals, high-net-worth individuals, and pension and profit-sharing plans.

Firm Information

Christian Pierce is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christian Pierce’s Registration & Firm History

NY

02/23/2023 - Present

Farther (Brooklyn NY)

NY

07/01/2019 - 01/06/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

04/05/2019 - 06/03/2019

E*TRADE SECURITIES LLC (NEW YORK NY)

CT

03/29/2018 - 03/05/2019

AXA ADVISORS, LLC (STAMFORD CT)

Not sure if Christian Pierce is right for you?

Licenses & Designations

BOTH

Issued 08/10/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Christian Pierce. Review regulatory record here.
Not sure if Christian Pierce is right for you?