Investment adviser representative · Tamalpais Asset Management
Joseph D. Fierro
CRD 1309136 · Long Beach, CA
At a glance
Joseph D. Fierro is an investment adviser representative with Tamalpais Asset Management in Long Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2007, about 18 years ago.
Current advisory firm
- Tamalpais Asset ManagementSince August 2026Long Beach, CA · $263M in regulatory assets
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Joseph’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
- 5 firmsLocked
- 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.
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