Pierre Stroh, financial advisor North Palm Beach FL
81 score

Pierre Stroh

CRD Number: 4534328
Current Firm: Barclay Breland Family Office

Pierre Stroh (CRD# 4534328) is an Investment Advisor Representative working at Barclay Breland Family Office in North Palm Beach, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Barclay Breland Family Office Palm Beach Gardns, FL Jan 2016 - Current < 1
Barclay Breland Family Office, LLC Jupiter, FL May 2014 - Jan 2016 1
Ubs Financial Services Inc. Birmingham, MI Oct 2004 - May 2014 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Pierre A. Stroh
Phone Number: 561-275-2842
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    102
    MILLIONS
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $589,595
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL

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BADGES
81

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