Mariame Kathryn Pierce
Investment adviser representative at The Advisory Group of San Francisco, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$809.9MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- The Advisory Group of San Francisco, LLCAug 2024 to now
- Advisory Group of San FranciscoJul 2024 to now
- LovemariameFeb 2022 to now
- The Table Financial PlanningSep 2023 to Jul 2024
- N/aDec 2022 to Sep 2023
- Worth WinningDec 2021 to Dec 2022
- Evolution AdvisersSep 2018 to Oct 2021
- N/aMay 2018 to Sep 2018
- Omega Wealth ManagementMay 2017 to Aug 2017
- Virginia Tech Production ServicesOct 2014 to May 2018
- Full-time StudentAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, VA).
The Advisory Group of San Francisco, LLC
$809.9MAssets managed
140Clients
5Advisers
27 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
- 6652773
- Firm CRD
- 108110