Kevin Pierce, financial advisor Greenwood Village CO

Kevin Pierce

CRD Number: 7064559
Current Firm: Fidelity Personal And Workplace Advisors

Kevin Pierce (CRD# 7064559) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Greenwood Village, CO Jan 2019 - Current 4
Unemployed Boulder, CO Sep 2018 - Jan 2019 < 1
Fourstar Realty And Property Management Boulder, CO Oct 2017 - Sep 2018 < 1
Park Burger Denver, CO Aug 2017 - Oct 2017 < 1
Unemployed Boulder, CO May 2017 - Aug 2017 < 1
University Of Colorado - Boulder Boulder, CO Aug 2013 - May 2017 3
Centro Latin Kitchen Boulder, CO Sep 2016 - Apr 2017 < 1
Front Range Boxing Academy Boulder, CO Apr 2014 - Aug 2016 2
Panera Bread Boulder, CO Nov 2015 - Jan 2016 < 1
Unemployed Park Ridge, IL May 2013 - Aug 2013 < 1
Oakton Community College Des Plaines, IL Aug 2012 - May 2013 < 1
D'augustino's Pizza Park Ridge, IL Jan 2012 - Apr 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2019
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Kevin D. Pierce
Phone Number: 617-563-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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