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MP

Michael E. Pierce

WELLTH ADVISORY SERVICES
North Palm Beach, FL
Some features on this profile are disabled
CRD#: 2444015
MP

Professional summary

Michael Eugene Pierce, AIF®, who also goes by Mike Pierce, is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in North Palm Beach, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 11 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mike Pierce

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Eugene Pierce's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

July 1, 2024 - Present

WELLTH ADVISORY SERVICES, LLC

RIA
CRD#: 330537
North Palm Beach, FL
Past

April 3, 2019 - July 16, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA
CRD#: 172011
Palm Beach Gardens, FL
Past

April 1, 2019 - December 6, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
NORTH PALM BEACH, FL
Past

December 15, 2017 - April 1, 2019

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Annapolis, MD
Past

December 15, 2017 - April 1, 2019

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Annapolis, MD
Past

August 6, 2014 - December 21, 2017

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
ANNAPOLIS, MD
Past

August 6, 2014 - December 21, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
ANNAPOLIS, MD
Past

August 2, 2010 - August 14, 2014

FINANCIAL TELESIS INC

RIA
CRD#: 31012
ANNAPOLIS, MD
Past

August 2, 2010 - August 14, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
ANNAPOLIS, MD
Past

August 4, 1999 - August 4, 2010

TOWER SQUARE SECURITIES, INC.

RIA
CRD#: 833
LOTHIAN, MD
Past

April 26, 1999 - August 4, 2010

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
LOTHIAN, MD
Past

November 4, 1998 - April 23, 1999

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

February 15, 1994 - November 11, 1998

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(7/15/2024)
IAR
Maryland
(7/1/2024)
IAR
Virginia
(7/22/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 6/26/2002
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/1/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/29/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/14/1994
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 Approved)
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Contact information

Main Address
Shorewood, IL
Mailing Address
Phone number
(866) 777-4015
Established
Firm type
Fiscal year end
# of Employees
72

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WELLTH ADV PART 2A (12/12/2025)
WELLTH ADV WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,338
AUM (Assets Under Management)$ 23,574,040,155

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WELLTH ADVISORY SERVICES, LLC

CRD#: 330537North Palm Beach, FL

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