Justin L. Pierce

ALPHASTAR CAPITAL MANAGEMENT

Towson, MD 21286

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CRD#: 6788931

Professional summary

Justin Lee Pierce is a registered financial advisor currently at ALPHASTAR CAPITAL MANAGEMENT located in Towson, Maryland and OAKWOOD CAPITAL SECURITIES, INC. located in Towson, Maryland.

Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Justin has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Lee 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®

None

Experience

Current

December 23, 2025 - Present

ALPHASTAR CAPITAL MANAGEMENT

Office #1: 28 E. Susquehanna Ave, Towson, MD 21286Office #2: 16 Leader Heights Rd Ste 101, York, PA 17403

RIA

CRD#: 157423

Towson, MD

Current

March 5, 2025 - Present

OAKWOOD CAPITAL SECURITIES, INC.

Office #1: 28 E. Susquehanna Ave. Ste 205, Towson, MD 21286Office #2: 16 Leader Heights Rd Ste 204, York, PA 17403

CRD#: 21000

Towson, MD

Past

March 5, 2025 - January 14, 2026

OAKWOOD CAPITAL, INC.

RIA

CRD#: 112399

York, PA

Past

September 9, 2022 - March 4, 2025

TERRA WEALTH

RIA

CRD#: 320643

YORK, PA

Past

September 9, 2022 - March 6, 2025

CAPE SECURITIES INC.

CRD#: 7072

YORK, PA

Past

September 7, 2021 - September 13, 2022

PFS INVESTMENTS INC.

RIA

CRD#: 10111

YORK, PA

Past

June 29, 2018 - September 13, 2022

PFS INVESTMENTS INC.

CRD#: 10111

YORK, 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".

ALPHASTAR CAPITAL MANAGEMENT

ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC

CRD#: 157423 / SEC#: 801-72361

RIA

Registered Investment Advisory firm - (5/18/2011 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

Maryland
(3/5/2025)

IAR

Maryland
(12/23/2025)

North Carolina
(3/5/2025)

Pennsylvania
(3/5/2025)

IAR

Pennsylvania
(12/23/2025)

Texas
(3/5/2025)

Virginia
(3/5/2025)

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 65

Date: 8/31/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/13/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/29/2018

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/24/2018

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

ALPHASTAR CAPITAL MANAGEMENT

ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC

CRD#: 157423 / SEC#: 801-72361

RIA

Registered Investment Advisory firm - (5/18/2011 Approved)

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Contact information

Main Address

19600 West Catawba Avenue Suite B200, Cornelius, NC 28031

Mailing Address

Phone number

(855) 340-2514

Established

Firm type

Fiscal year end

# of Employees

124

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	11,592
AUM (Assets Under Management)	$ 1,841,154,148

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/12/2023	Cover Page	Report
06/27/2023	Cover Page	Report

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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Firm Stability Insights

Justin L. Pierce

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Lee Pierce's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAKWOOD CAPITAL SECURITIES, INC.

OAKWOOD CAPITAL, INC.

TERRA WEALTH

CAPE SECURITIES INC.

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

ALPHASTAR CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2021

Series 63

Date: 7/13/2018

SIE

Date: 10/1/2018

Series 6

Date: 6/29/2018

Series 26

Date: 8/24/2018

FINRA

Current Firm

ALPHASTAR CAPITAL MANAGEMENT

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALPHASTAR CAPITAL MANAGEMENT

TRUST BUT VERIFY

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