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Darcy Allan Pierce

Newedge Advisors

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About Darcy Allan Pierce

Darcy Allan Pierce is an Investment Advisor Representative at Newedge Advisors. Darcy has been in the financial industry since January 2001 and holds a Series 65 and Series 66 license. Darcy previously worked at Royal Alliance Associates, Inc. in Scottsdale, Arizona and Regal Wealth Group in Saint Johns, Florida. Darcy specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Darcy is currently registered as an Investment Advisor Representative in Florida.

Firm Information

Darcy Pierce is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

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

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percentage of assets

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

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Darcy Pierce’s Registration & Firm History

LA

02/05/2024 - Present

Newedge Advisors (NEW ORLEANS LA)

AZ

01/16/2001 - 02/04/2003

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 01/12/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/02/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/15/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Darcy Allan Pierce.
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