Kristin M. Pearson

INVICTA ADVISORS LLC

OAKMONT, PA 15139

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CRD#: 4522677

Professional summary

Kristin Marie Pearson, who also goes by Kristin Marie Jackson, Kristin Marie Sikora, is a registered financial advisor currently at INVICTA ADVISORS LLC located in Oakmont, Pennsylvania and INVICTA CAPITAL LLC located in Oakmont, Pennsylvania.

Kristin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Kristin has worked at 10 firms and has passed the Series 66, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 6, Series 53, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kristin Marie Jackson | Kristin Marie Sikora

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 Kristin Marie Pearson'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®

None

Experience

Current

November 15, 2018 - Present

INVICTA ADVISORS LLC

Office #1: 527 Cedar Way Suite 101, Oakmont, PA 15139

RIA

CRD#: 298868

OAKMONT, PA

Current

December 1, 2018 - Present

INVICTA CAPITAL LLC

Office #1: 527 Cedar Way Suite 101, Oakmont, PA 15139Office #2: 527 Cedar Way Suite 101, Oakmont, PA 15139

CRD#: 288101

OAKMONT, PA

Past

June 25, 2018 - October 31, 2018

THE COURY FIRM

RIA

CRD#: 289145

PITTSBURGH, PA

Past

January 31, 2018 - June 26, 2018

COURY INVESTMENT ADVISORS, INC.

RIA

CRD#: 116004

PITTSBURGH, PA

Past

May 15, 2015 - December 31, 2017

COURY INVESTMENT ADVISORS, INC.

RIA

CRD#: 116004

PITTSBURGH, PA

Past

November 26, 2014 - December 31, 2017

FSC SECURITIES CORPORATION

CRD#: 7461

PITTSBURGH, PA

Past

August 2, 2013 - September 8, 2014

TRUSTMONT ADVISORY GROUP, INC.

RIA

CRD#: 106015

GREENSBURG, PA

Past

August 1, 2013 - September 8, 2014

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

GREENSBURG, PA

Past

May 13, 2010 - February 15, 2013

HAYDEN STONE & CO., LLC

CRD#: 150872

PITTSBURGH, PA

Past

January 4, 2007 - March 30, 2010

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

PITTSBURGH, PA

Past

April 27, 2005 - March 30, 2010

GUNNALLEN FINANCIAL, INC

CRD#: 17609

PITTSBURGH, PA

Past

July 31, 2003 - April 15, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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".

INVICTA ADVISORS LLC

CRD#: 298868 / SEC#: 801-114114

RIA

Registered Investment Advisory firm - (10/12/2018 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(8/21/2024)

California
(12/17/2018)

Colorado
(2/14/2024)

District of Columbia
(1/28/2019)

Georgia
(12/20/2018)

Illinois
(5/29/2019)

Indiana
(11/4/2019)

Massachusetts
(3/24/2021)

Minnesota
(11/13/2023)

Nebraska
(9/17/2020)

IAR

Pennsylvania
(11/15/2018)

Pennsylvania
(9/11/2020)

Texas
(12/18/2018)

Utah
(8/22/2024)

Virginia
(12/12/2018)

Washington
(9/11/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/22/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/12/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/17/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/30/2003

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 5/28/2019

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 51

Date: 5/13/2019

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/8/2009

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

INVICTA ADVISORS LLC

CRD#: 298868 / SEC#: 801-114114

RIA

Registered Investment Advisory firm - (10/12/2018 Approved)

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Contact information

Main Address

527 Cedar Way Suite 101, Oakmont, PA 15139

Mailing Address

Phone number

(412) 349-8684

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,371
AUM (Assets Under Management)	$ 183,496,330

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.

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Advisor Monitoring

Firm Stability Insights

Kristin M. Pearson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristin Marie Pearson's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVICTA CAPITAL LLC

THE COURY FIRM

COURY INVESTMENT ADVISORS, INC.

COURY INVESTMENT ADVISORS, INC.

FSC SECURITIES CORPORATION

TRUSTMONT ADVISORY GROUP, INC.

TRUSTMONT FINANCIAL GROUP, INC.

HAYDEN STONE & CO., LLC

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

INVICTA ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2006

Series 63

Date: 12/12/2003

Series 52TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 12/31/2017

Series 7

Date: 4/17/2006

Series 6

Date: 7/30/2003

Series 53

Date: 5/28/2019

Series 51

Date: 5/13/2019

Series 24

Date: 5/8/2009

FINRA

Current Firm

INVICTA ADVISORS LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVICTA ADVISORS LLC

TRUST BUT VERIFY

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