WP
WP

William Gerard Pierce

22 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
95,863 clients
Average Client Portfolio
$250K average
Assets Under Management
$24.0B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1800 American Blvd., Suite 300 - Pod D, Pennington, NJ, 08534

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Pershing LLCBroker
November 2019 - Present · 6 yrs 3 mos
Pershing LLC
November 2019 - Present · 6 yrs 3 mos
Bny Advisors
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Nuveen Asset Management, LLC
September 2011 - November 2011 · 2 mos
Nuveen Fund Advisors, INC.
February 2009 - September 2011 · 2 yrs 7 mos
Rittenhouse Asset Management, INC.
November 2003 - January 2009 · 5 yrs 2 mos
Pfpc Distributors, INC.Broker
October 2000 - May 2001 · 7 mos
Prudential Investment Management Services LLCBroker
April 2000 - July 2000 · 3 mos
State Registrations2 states
NJPA
Advisor
Exams
No exam information available for this advisor.