Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pierre? Claim Your ProfilePierre Samuel Dupont is an investment advisor representative associated with Cerity Partners LLC, a firm with offices in New York, NY. Pierre Samuel Dupont has been in the industry since 2012 and is currently registered with the state of New York. Pierre Samuel Dupont specializes in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Pierre Samuel Dupont also provides financial planning, pension consulting, selection of other advisors, and portfolio management services.
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.
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 services; bill pay
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.
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2
NY
07/20/2021 - Present
Cerity Partners LLC (NEW YORK NY)
NY
05/16/2012 - 09/12/2014
OCP CAPITAL, LLC (NEW YORK NY)
BC
Issued 10/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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