Pierre
Soree
Marietta Wealth Management, LLC
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About this Advisor
Pierre Soree is a financial advisor based in Marietta, Georgia, working with Marietta Wealth Management, LLC. Pierre has previously held positions at Redwood Wealth Management, LLC, University Of Georgia - Terry School Of Business, International Business Machines (IBM), and Marietta Wealth Management, LLC. Pierre is registered to provide services in Georgia. Currently, Pierre is part of Marietta Wealth Management, LLC, which operates out of Marietta, Georgia. The firm has 11 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Marietta Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Marietta Wealth Management, LLC Brokerage Details
$1,147,123,280
11
1,298
$883,762
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Pierre Soree Work History
Marietta Wealth Management, LLC
Redwood Wealth Management, LLC
University Of Georgia - Terry School Of Business
International Business Machines (Ibm)
Disclosures
Please visit the SEC profile of Pierre Soree 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 Marietta Wealth Management, LLC
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
Marietta, GA
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