Pierce Edman (CRD# 6663718) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sioux Falls, SD and has over 6 years of experience in the finance industry.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 2610909
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Sioux Falls, SD | Jan 2018 - Current | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sioux Falls, SD | Oct 2017 - Current | 6 |
| Great Western Bank | Sioux Falls, SD | Jul 2017 - Oct 2017 | < 1 |
| University Of Nebraska-lincoln | Lincoln, NE | Aug 2013 - May 2017 | 3 |
| Merrill Lynch | Sioux Falls, SD | Jun 2016 - Apr 2017 | < 1 |
| Sioux Falls Parks & Rec | Sioux Falls, SD | May 2015 - Aug 2016 | 1 |
| Sioux Falls Parks & Rec | Sioux Falls, SD | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- SD
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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