Pierre L. Soree

ATLANTA, GA

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CRD#: 7259326

Professional summary

Pierre Leon Soree, CFP® was a registered financial advisor .

Pierre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Pierre had worked at 3 firms .

At a Glance

Always Fiduciary

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)

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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

September 11, 2026 - Present

ATLANTA, GA

Past

December 2, 2021 - September 9, 2026

MARIETTA WEALTH MANAGEMENT, LLC

RIA

CRD#: 281782

MARIETTA, GA

Past

June 16, 2020 - November 1, 2021

REDWOOD WEALTH MANAGEMENT, LLC

RIA

CRD#: 148284

ALPHARETTA, GA

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

Georgia
(9/11/2026)

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Exams

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Current firm

No current employment

Red Flags

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