Kelly L. Pearce

BPP WEALTH SOLUTIONS

Basking Ridge, NJ 07920

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CRD#: 7306507

Professional summary

Kelly Lynne Pearce is a registered financial advisor currently at BPP WEALTH SOLUTIONS, LLC located in Basking Ridge, New Jersey and MUTUAL SECURITIES, INC. located in Basking Ridge, New Jersey.

Kelly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Kelly has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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. BPP Wealth Solutions, LLC., Start Date: 09/21/2020, 25 Mountainview Blvd., Ste. 202A, Basking Ridge, NJ 07920, LLC, RIA, Administrator, Administrative assistance, monitor accounts, Investment Related, 160 Hours per month, 6 Hours per day during trading hours. 2. Mutual Securities Inc., Start Date: 10/2020, 807 Camarillo Springs Rd, Camarillo, CA 93012, BD, Licensed Administrator, 32 Hours per month, 8 hours per day during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Lynne Pearce'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

March 20, 2023 - Present

BPP WEALTH SOLUTIONS, LLC

Office #1: 25 Mountainview Blvd., Suite 202a, Basking Ridge, NJ 07920

RIA

CRD#: 166962

Basking Ridge, NJ

Current

April 10, 2022 - Present

MUTUAL SECURITIES, INC.

Office #1: 25 Mountainview Blvd At 100 Marketplace Ste 202a, Basking Ridge, NJ 07920

CRD#: 13092

Basking Ridge, NJ

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".

BPP WEALTH SOLUTIONS, LLC

CRD#: 166962 / SEC#: 801-77658

RIA

Registered Investment Advisory firm - (2/25/2013 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

IAR

New Jersey
(3/20/2023)

New York
(2/28/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/25/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/9/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/8/2022

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

BPP WEALTH SOLUTIONS, LLC

CRD#: 166962 / SEC#: 801-77658

RIA

Registered Investment Advisory firm - (2/25/2013 Approved)

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Contact information

Main Address

25 Mountainview Blvd., Suite 202a, Basking Ridge, NJ 07920

Mailing Address

Phone number

(908) 442-7750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BPP PART 2A - DISCLOSURE BROCHURE (10/9/2025)

Regulatory assets under management

Total Number of Accounts	393
AUM (Assets Under Management)	$ 228,295,226

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
11/19/2024	Cover Page	Report
09/12/2023	Cover Page	Report
10/24/2022	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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Kelly L. Pearce

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Lynne Pearce's CRS (Customer Relationship Summary).

Certified licenses

Experience

BPP WEALTH SOLUTIONS, LLC

MUTUAL SECURITIES, INC.

Primary Firm SEC Registration

BPP WEALTH SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/25/2023

Series 7TO

Date: 4/9/2022

SIE

Date: 3/8/2022

FINRA

Current Firm

BPP WEALTH SOLUTIONS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BPP WEALTH SOLUTIONS, LLC

TRUST BUT VERIFY

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