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PS

Pierre A. Stroh

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CRD#: 4534328
PS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Pierre Alexander Stroh, who also goes by Pierre Stroh, was a registered financial professional .

Pierre is a previously registered financial professional and started their career in finance in 2002. Pierre had worked at 3 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pierre Stroh

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 27, 2014 - January 16, 2018

BARCLAY BRELAND FAMILY OFFICE

RIA
CRD#: 168626
PALM BEACH GARDENS, FL
Past

May 24, 2006 - May 19, 2014

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
PALM BEACH GARDENS, FL
Past

October 29, 2004 - May 19, 2014

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
PALM BEACH GARDENS, FL
Past

August 15, 2002 - November 2, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GROSSE POINTE FARMS, MI
Past

July 10, 2002 - November 2, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/14/2002
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


BB
BARCLAY BRELAND FAMILY OFFICE
BARCLAY BRELAND FAMILY OFFICE | BARCLAY BRELAND FAMILY OFFICE LLC

CRD#: 168626 / SEC#: 801-78665

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Contact information


Main Address
500 University Blvd. Suite 205, Jupiter, FL 33458
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A, APP 1 - WRAP BROCHURE (4/24/2019)

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


BARCLAY BRELAND FAMILY OFFICE

CRD#: 168626

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