Adviser and broker representative · Osaic Wealth, Inc.
Brendon B. Pierce
CRD 6038174 · Warwick, RI
At a glance
Brendon B. Pierce is an investment adviser representative with Osaic Wealth, Inc. in Warwick, RI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brendon’s SEC record dates to 2018, about 8 years ago. Brendon is also registered as a broker representative.
Current advisory firm
- Osaic Wealth, Inc.Since November 2018Warwick, RI · $235B in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Brendon’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Osaic Wealth, Inc.
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- Marenglen EleziWarwick
- John M. GautreauxWarwick · Chartered Financial Consultant
- Walter J. Nencka Jr.Warwick
- Abbie R. PiperWarwick
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