Kimberly Lynne Pierce
Investment adviser representative at Slatestone Wealth LLC
22 yearsExperience
1 stateRegistered in
CFADesignation
$1.8BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Slatestone Wealth LLCSep 2018 to now
- Daniel Devine & CompanyApr 2004 to Aug 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Slatestone Wealth LLC
$1.8BAssets managed
563Clients
17Advisers
9 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
- 4642159
- Firm CRD
- 286669