Steven Pierce, financial advisor Whitmore Lake MI

Steven Pierce

CRD Number: 2568843
Current Firm: C&d Wealth Advisors

Steven Pierce (CRD# 2568843) is an Investment Advisor Representative working at C&d Wealth Advisors in Whitmore Lake, MI and has over 29 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Chisholm & Darden Investment Advisors Ann Arbor, MI Jun 2016 - Current 7
Pierce Financial LLC Ann Arbor, MI Feb 2004 - Current 20
Lpl Financial LLC Ann Arbor, MI May 2008 - Jun 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1995
S65 NASAA Investment Advisors Law Examination Dec 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Steven C. Pierce
Phone Number: 734-995-0829
Registered State(s):
  • MI
Current Firm Details
C&d Wealth Advisors
Firm's CRD Number: 110769
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $544,001
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

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