Pierre
Gendreau
Fischer Investment Strategies, LLC
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About this Advisor
Pierre Gendreau is a financial advisor who works out of Westlake Village, California with 2 years of relevant experience. Gendreau works at Fischer Investment Strategies, LLC. Throughout their career, Gendreau has worked at Global Financial Data, Triton Pacific Securities, LLC, Ideal Tax Solution, Consulting, Pjg Financial Solutions, Buzz Points and Fischer Investment Strategies, LLC. Gendreau holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Fischer Investment Strategies, LLC is an advisory business that has its headquarters in Westlake Village, CA. It has just four advisors. It handles $155 million in assets under management between its 834 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 834 customer accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets. Fischer Investment Strategies, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees usually depend on the type of financial services provided. However, fees billed by Fischer Investment Strategies, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fischer Investment Strategies, LLC Brokerage Details
$154,750,441
4
834
$185,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Pierre Gendreau Work History
Pierre has been registered as a financial advisor for 2 years.*
Fischer Investment Strategies, LLC
Pjg Financial Solutions
Buzz Points
Consulting
Triton Pacific Securities, LLC
Ideal Tax Solution
Consulting
Global Financial Data
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Pierre Gendreau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fischer Investment Strategies, LLC
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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