MP
MP

Maryann Pierce

26 Years of Experience
East Syracuse, NY
1 DisclosureBrokerSells Insurance

Maryann Pierce is a registered investment advisor at LPL Financial LLC, based in East Syracuse, NY, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

6319 Fly Rd Ste 1, East Syracuse, NY, 13057

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2019
Settled
Other Business ActivitiesSells Insurance

Maryann is an insurance agent selling various insurance products, dedicating about 10-20% of her time to this activity. She is also the owner/president of Marathon Financial Advisors Inc, working as a financial advisor and dedicating all of her time to this.

Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 10 mos
LPL Financial LLC
July 2025 - Present · 10 mos
LPL Financial LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Cadaret Grant & CO INC
September 2019 - July 2025 · 5 yrs 10 mos
Cadaret, Grant & CO., INC.Broker
August 2006 - July 2025 · 18 yrs 11 mos
MML Investors Services, INC.Broker
August 1999 - August 2006 · 7 yrs
State Registrations34 states
ALCACOCTDCDEFLGAILINMAMDMEMIMNMONCNDNHNJNMNVNYOHORPASCTNTXVAVTVirgin IslandsWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.