Brian Andrew Pierson
Investment adviser representative at Aerie Advisory Group LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Aerie Advisory Group, LLCDec 2024 to now
- Presidio Capital Advisors LLCDec 2014 to now
- Alti Tiedemann GlobalDec 2014 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MD).
Aerie Advisory Group LLC
$2.5BAssets managed
44Clients
5Advisers
1 yearIn 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
- 4571557
- Firm CRD
- 333610