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Pierre Leon Soree

Pierre L. Soree

MARIETTA WEALTH MANAGEMENT
Marietta, GA 30060
Some features on this profile are disabled
CRD#: 7259326
Pierre Leon Soree

Professional summary

Pierre Leon Soree, CFP® is a registered financial advisor currently at MARIETTA WEALTH MANAGEMENT, LLC located in Marietta, Georgia.

Pierre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Pierre has worked at 2 firms .

top-8-questions

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 Pierre Leon Soree'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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

December 2, 2021 - Present

MARIETTA WEALTH MANAGEMENT, LLC

Office #1: 472 N. Sessions Street Unit #24, Marietta, GA 30060
RIA
CRD#: 281782
Marietta, GA
Past

June 16, 2020 - November 1, 2021

REDWOOD WEALTH MANAGEMENT, LLC

RIA
CRD#: 148284
ALPHARETTA, GA

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".
MW
MARIETTA WEALTH MANAGEMENT, LLC
LDM ADVISORY SERVICES, LLC | MARIETTA WEALTH MANAGEMENT, LLC

CRD#: 281782 / SEC#: 801-106784

RIA
Registered Investment Advisory firm - (10/15/2015 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
Georgia
(12/2/2021)

Exams

Current Firm

MW
MARIETTA WEALTH MANAGEMENT, LLC
LDM ADVISORY SERVICES, LLC | MARIETTA WEALTH MANAGEMENT, LLC

CRD#: 281782 / SEC#: 801-106784

RIA
Registered Investment Advisory firm - (10/15/2015 Approved)
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Contact information

Main Address
472 N. Sessions Street Unit #24, Marietta, GA 30060
Mailing Address
Phone number
(404) 549-6930
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts1,390
AUM (Assets Under Management)$ 974,375,088

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

MARIETTA WEALTH MANAGEMENT, LLC

CRD#: 281782Marietta, GA 30060

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