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Kevin Pierro

Investment adviser representative at Financial Independence, LLC
14 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$288.1MFirm 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
  • Pension consulting

Experience

14 years in the industry.

  1. Financial Independence, LLCAug 2018 to now
  2. TIAAJun 2017 to Aug 2017
  3. Bryant UniversitySep 2015 to May 2018
  4. Papa Gino'sApr 2012 to Jan 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 5 states (CT, FL, MA, RI, TX).

Financial Independence, LLC

$288.1MAssets managed
279Clients
4Advisers
5 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
7007344
Firm CRD
150515
Advisor's SEC record (opens in a new tab)
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