Durriya
Pierce

Albert Investments, LLC

CRD#6876993
Investment Advisor
in New York, NY

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About this Advisor

Durriya Pierce is a certified financial planner based in New York, New York who has 1 year of relevant experience. Pierce is an advisor for Albert Investments, LLC. Over the course of their career, they have held roles at Tapfin/Ey, Ny State Tax Dept, Merrill Lynch, Pierce, Fenner & Smith Inc, Icon Burger Acquisition Dba Smashburger, Ernst & Young, Cuny Lehman, Bank Of America, N.A, Albert Investments, LLC, Albert Securities, LLC, Albert Corporation, Shipt, Inc and Uber Technologies, Inc. Pierce holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and New Jersey. Albert Investments, LLC is a company operating out of Culver City, CA. It oversees $18 million in total assets between its 80,235 customer accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Albert Investments, LLC provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules depend on the type of services offered. However, fees charged by Albert Investments, LLC typically consist of fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

52 Mercer Street
New York, NY 10013

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Albert Investments, LLC Brokerage Details

Total Assets Under Management

$17,653,429

NY Average: $7,578,581,321
Total Number of Employees

15

NY Average: 43
Total Number of Accounts

80,235

NY Average: 3,727
Average Account Size

$220

NY Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Durriya Pierce Work History

Durriya has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Albert Investments, LLC

2022 - Present (2 years)

Albert Securities, LLC

2022 - Present (2 years)

Albert Corporation

2020 - Present (4 years)

Shipt, Inc

2015 - Present (9 years)

Uber Technologies, Inc

2019 - 2022 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2022 (3 years)

Bank Of America, N.A

2017 - 2019 (2 years)

Tapfin/Ey

2017 - 2019 (2 years)

Ernst & Young

2015 - 2015 (< 1 year)

Icon Burger Acquisition Dba Smashburger

2013 - 2017 (4 years)

Ny State Tax Dept

2012 - 2014 (2 years)

Cuny Lehman

*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 Durriya Pierce 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 Albert Investments, LLC

Patrick Franklin
Culver City, CA
Durriya Pierce
New York, NY
Mark Christopher Reyes
Culver City, CA
Trina Patel
Culver City, CA
Vadim Verdyan
Culver City, CA
Evan Gorenflo
Culver City, CA
Daniel Demian
Culver City, 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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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.

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