Adrian B. Kierans

CLOVERHILL CAPITAL MANAGEMENT

New York, NY 10013

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CRD#: 5442106

Professional summary

Adrian Brendan Kierans is a registered financial advisor currently at CLOVERHILL CAPITAL MANAGEMENT located in New York, New York.

Adrian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Adrian has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

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.

1. CLOVERHILL CAPITAL MANAGEMENT, LLC, INVESTMENT RELATED, ADDRESS: 447 BROADWAY, 2ND FLOOR, NY 10013, RIA, POSITION: PRESIDENT, START DATE: 06/2015, 160 HOURS DEVOTED A MONTH, 160 HOURS DEVOTED DURING SECURITIES TRADING HOURS, DUTIES: INVESTMENT ADVISORY, FINANCIAL PLANNING AND WEALTH MANAGEMENT SERVICES, FIRM PRINCIPAL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adrian Brendan Kierans'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®

None

Experience

Current

March 3, 2023 - Present

CLOVERHILL CAPITAL MANAGEMENT

Office #1: 447 Broadway 2nd Flr #1074, New York, NY, 10013

RIA

CRD#: 175302

New York, NY

Past

June 3, 2015 - June 20, 2017

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Smithtown, NY

Past

October 22, 2009 - May 27, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SMITHTOWN, NY

Past

October 22, 2009 - May 27, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SMITHTOWN, NY

Past

February 1, 2008 - November 2, 2009

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

JERICHO, NY

Past

December 14, 2007 - November 2, 2009

OPPENHEIMER & CO. INC.

CRD#: 249

JERICHO, NY

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
(3/3/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/31/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/20/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/2007

General Securities Representative Examination

Current Firm

CLOVERHILL CAPITAL MANAGEMENT

CLOVERHILL CAPITAL MANAGEMENT | KIERANS, ADRIAN BRENDAN | CLOVERHILL CAPITAL MANAGEMENT, LLC

CRD#: 175302 / SEC#:

New York

Registered Investment Advisory firm - (3/3/2023 Approved)

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Contact information

Main Address

447 Broadway 2nd Flr #1074, New York, NY, 10013

Mailing Address

191 Woodport Rd Ste. 207, Sparta, NJ 07871

Phone number

(631) 265-1695

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 9,126,018

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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Adrian B. Kierans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adrian Brendan Kierans's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLOVERHILL CAPITAL MANAGEMENT

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2008

SIE

Date: 6/20/2017

Series 7

Date: 12/13/2007

Current Firm

CLOVERHILL CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLOVERHILL CAPITAL MANAGEMENT

TRUST BUT VERIFY

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