BP
Brian K. Pearson
AMAZZ INVESTMENT MANAGEMENT
Williamsville, NY 14221
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CRD#: 4654687
BP
Professional summary
Brian Keith Pearson is a registered financial advisor currently at AMAZZ INVESTMENT MANAGEMENT, INC. located in Williamsville, New York.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brian has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
VALUATION ADVISORS, LLC 5214 MAIN STREET #200 WILLIAMSVILLE, NY 14221 BUSINESS VALUATION SERVICES - NON INVESTMENT RELATED MANAGING MEMBER 1997 TO PRESENT HOURS A MONTH - 120 DURING TRADING HOURS - 120 MONTH OVERSEE OPERATIONS PEARSON FINANCIAL SERVICES SAME ADDRESS PRIMARILY TAX SERVICES AND SOME FINANCIAL COUNSELING NON-INVESTMENT RELATED - DO NOT SELL ANY SECURITIES OWNER 1997 TO PRESENT SEASONAL TAX PREPARATION, SO MORE HOURS IN FEBRUARY- APRIL MONTHLY HOURS DURING TRADING HOURS VARIES MANAGE OPEARATIONS MERGERSHARK, LLC 23271 SANABRIA LOOP BONITA SPRINGS, FL 34135 NON-INVESTMENT RELATED A SEARCHABLE MERGER, ACQUISITION AND VALUATION RELATED DATABASE MANAGING MEMBER 2005-PRESENT HOURS VARY BASED ON DEAL INFORMATION AVAILABLE HOURS MORE LIMITED DURING TRADING HOURS, MORE NIGHTS AND WEEKENDS OVERSEE DATA GATHERING AND INPUT VENTURE CAPITAL, LLC SAME ADDRESS INVESTMENT RELATED SEEKS POSSIBLE VENTURE RELATED INVESTMENTS MANAGING MEMBER 2000-PRESENT MINIMAL HOURS DEVOTED MONTHLY AND DURING TRADING HOURS OVERSEE OPERATIONS, VERY LIMITED ACTIVITIES
CRS (Client Relationship Summary) - RIA
Click below to view Brian Keith Pearson's 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®
NoneExperience
Current
November 1, 2021 - Present
AMAZZ INVESTMENT MANAGEMENT, INC.
Office #1: 5214 Main Street #200, Williamsville, NY 14221RIA
CRD#: 126545
Williamsville, NY
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".
AI
AMAZZ INVESTMENT MANAGEMENT, INC.
AMAZZ INVESTMENT MANAGEMENT, INC.
CRD#: 126545 / SEC#: 801-85194
RIA
Registered Investment Advisory firm - (4/3/2015 Approved)New York
Registered Investment Advisory firm - (5/28/2002 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
New York(11/1/2021)
Exams
Current Firm
AI
AMAZZ INVESTMENT MANAGEMENT, INC.
AMAZZ INVESTMENT MANAGEMENT, INC.
CRD#: 126545 / SEC#: 801-85194
RIA
Registered Investment Advisory firm - (4/3/2015 Approved)New York
Registered Investment Advisory firm - (5/28/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5214 Main Street #200, Williamsville, NY 14221
Mailing Address
Phone number
(716) 839-5252
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 134 |
| AUM (Assets Under Management) | $ 87,652,457 |
Red Flags
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Company Information
AMAZZ INVESTMENT MANAGEMENT, INC.
CRD#: 126545Williamsville, NY 14221TRUST BUT VERIFY
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