Stephen Anthony Pierce
Investment adviser representative at International Assets Investment Management, LLC
21 yearsExperience
1 stateRegistered in
$2.6BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- International Assets Investment Management, LLCJul 2017 to now
- International Asset Advisory, LLCJun 2017 to now
- Rockbridge Asset ManagementMay 2005 to now
- Wfg Investments IncApr 2010 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (AL).
International Assets Investment Management, LLC
$2.6BAssets managed
5,961Clients
100Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2170820
- Firm CRD
- 144426