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Stephen Michael Pierson

Wealth Management Associates, Inc.

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About Stephen Michael Pierson

Stephen Pierson is a financial advisor registered with Wealth Management Associates, Inc., and has been in the industry since August 21, 1984. Stephen Pierson is a Certified Financial Planner and holds the Series 7, Series 63 and SIE licenses. Stephen Pierson has been with Wealth Management Associates, Inc. since January 9, 2009. Stephen Pierson was previously registered with Securities America, Inc. and Janney Montgomery Scott LLC. Stephen Pierson provides financial planning, pension consulting, educational seminars, and portfolio management for individuals. Stephen Pierson is also registered to offer investment advice in the state of New Jersey.

Firm Information

Stephen Pierson is currently registered with Wealth Management Associates, Inc.. Wealth Management Associates, Inc. is an investment advisor based in Cherry Hill, New Jersey. They manage over $555 million in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting. They are registered with the SEC and have a total of 16 investment advisory professionals on staff.
Wealth Management Associates, Inc.

1909 ROUTE 70 EAST

CHERRY HILL, NJ 08003

$555.26M

Assets Under Management

53

Total Clients

15

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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other

Solicitor/referral fees

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Stephen Pierson’s Registration & Firm History

NJ

01/09/2009 - Present

Wealth Management Associates, Inc. (CHERRY HILL NJ)

NJ

12/11/2008 - 06/14/2024

SECURITIES AMERICA, INC. (CHERRY HILL NJ)

NJ

08/22/1984 - 12/16/2008

JANNEY MONTGOMERY SCOTT LLC (CHERRY HILL NJ)

NJ

12/06/2008 - 12/08/2008

SECURITIES AMERICA, INC. (MT. LAUREL NJ)

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Licenses & Designations

BC

Issued 07/30/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Michael Pierson.
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