Kevin
Pierro
Financial Independence, LLC
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About this Advisor
Kevin Pierro is a financial advisor based in Warwick, Rhode Island, working with Financial Independence, LLC. Kevin has previously held positions at Financial Independence, LLC, Financial Independence, Bryant University, Tiaa, Papa Gino's, and Massachusetts Mutual Life Insurance. Kevin has passed the Series 65 regulatory exam and is registered to provide services in Connecticut, Florida, Massachusetts, and Rhode Island. Currently, Kevin is part of Financial Independence, LLC, which operates out of Warwick, Rhode Island. The firm has 6 employees and manages assets totaling $210.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Financial Independence, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Independence, LLC Brokerage Details
$210,220,404
6
780
$269,513
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kevin Pierro Work History
Financial Independence, LLC
Financial Independence
Tiaa
Massachusetts Mutual Life Insurance
Bryant University
Papa Gino'S
Disclosures
Please visit the SEC profile of Kevin Pierro 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 Financial Independence, LLC
Warwick, RI
Warwick, RI
Warwick, RI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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