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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Inman Park Wealth Management

Pierre L. Soree

CRD 7259326 · Atlanta, GA

At a glance

Pierre L. Soree is an investment adviser representative with Inman Park Wealth Management in Atlanta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Pierre’s SEC record dates to 2020, about 6 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

  • Inman Park Wealth ManagementSince September 2026Atlanta, GA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2020 (6 years)
Designations
Certified Financial Planner
Exams
–
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Pierre’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
2 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
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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.