Brian
Pirri
Neirg Wealth Management, LLC
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About this Advisor
Brian Pirri is a certified financial planner operating out of Windham, New Hampshire, with 2 years of industry experience. Pirri is an employee of Neirg Wealth Management, LLC. Pirri has gained experience at Neirg Wealth Management, LLC, Purshe Kaplan Sterling Investments and New England Investment & Retirement Group, Inc. Pirri holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida, Massachusetts and New Hampshire. Neirg Wealth Management, LLC is a registered investment firm headquartered in North Andover, MA. The firm has offices in two locations and a total of 15 employees. It handles $899 million in assets among its 2,552 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,552 client accounts, 22% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and other services. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fee types charged by Neirg Wealth Management, LLC likely consist of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Neirg Wealth Management, LLC Brokerage Details
$899,331,214
15
2,552
$352,403
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Brian Pirri Work History
Brian has been registered as a financial advisor for 2 years.*
Neirg Wealth Management , LLC
Purshe Kaplan Sterling Investments
New England Investment & Retirement Group, Inc
*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 Brian Pirri 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 Neirg Wealth Management, LLC
New Hampton, NH
Windham, NH
North Andover, MA
North Andover, MA
Naples, FL
Hudson, NH
North Andover, MA
Windham, NH
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
