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Stuart F. Pierson + Jr. - Financial Advisor in Charlottesville, VA

Paladin Research Report For:

Stuart F. Pierson Jr.

Piedmont Capital Asset Management LLC

MST, Masters Degree in Tax
.
Charlottesville, VA 22902
800-369-7210
Visit Website
https://www.piedmontcapital.net

About Stuart F. Pierson Jr.

Founded in 2006 by Stuart F. Pierson, Jr., Piedmont Capital Asset Management LLC is a FULL FIDUCIARY, Fee-Only Registered Investment Advisor.

Piedmont Capital offers personalized investment advisory services to individuals, families, pension and profit sharing plans, trusts, estates, corporations, and other business entities.

At Piedmont Capital, we carefully employ a disciplined approach to investing for our clients' benefit. We take the time, and we put in the effort to truly understand our clients' needs, goals, and dreams. We do not merely consider risk tolerance. Instead, we employ a holistic approach to financial management that includes client education, financial planning, and a diligent process resulting in a coordinated and clearly understood program.

See Disclosures

General Information

Firm Start Year
  • 2006
No. of Employees
  • 2-4
CRD#
  • 4624082
Firm CRD#
  • 143153
Insurance License#
  • n/a
Name of Broker/Dealer
  • Absolutely No Product Sales Ever.
Name of Custodial Firm
  • Various, including TradePMR/WellsFargoClearing and Charles Schwab
States Licensed in
  • VA, MD, DC, TX, CO, and others.
Years of Experience in Financial Services
  • 25
Number of Years with Current Firm
  • 14
Work with the following types of clients
  • Individual Investors, Businesses
Advisory Services Provided
  • Estate Planning & Trusts, Financial Advice & Consulting, Insurance Planning, Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • MST, Masters Degree in Tax
Securities Licenses
  • Series 65

Firm Information

Assets Managed by Firm
  • $25000000
Assets Managed by Advisor
  • $25000000

Compensation and Fees

Fee Structure
  • Fee-Only
Fee % Based on Assets
  • 1%
Additional Details on Charges
  • https://www.piedmontcapital.net/pricing
Minimum Fee Charged for Managed Accounts
  • n/a

Education

Bachelor of Arts - History
  • Sewanee, College of Arts & Sciences
    08/31/1986 - 05/31/1990
Post-Graduate Study - Accounting
  • University of Alabama
    06/01/1990 - 05/31/1993
Master of Science - Taxation
  • George Mason University
    06/01/1993 - 06/01/1995

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.piedmontcapital.net/legal

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1888683/paladinregistry-piedmont-capital-asset-management-llc-detailed-disclosure

Disclaimer

Piedmont Capital Asset Management LLC ("Piedmont Capital") is committed to safeguarding the confidential information of our Clients. We hold all personal information provided to our firm in the strictest confidence. We consider it a privilege to work with our Clients to help them meet their financial needs. We recognize that with this privilege comes responsibility; a responsibility to maintain the confidentiality of the personal information that our Clients share with us. We take this responsibility very seriously. Our commitment to security and privacy is backed by industry-leading encryption, authentication, and network integrity technologies, and is maintained and upgraded on an ongoing basis. *

BASIC INFORMATION NEEDED FOR THE INQUIRY

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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