PEARSON FINANCIAL SERVICES
Firm details
- Headquarters
- DENNIS, Massachusetts
- CRD number
- 130143
- Website
- www.spearsonfinancial.com
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
Firm profile
FINTRXOverview
Pearson Financial Services is organized as a limited liability company under individual ownership. The firm operates with a mix of fee arrangements—percentage of assets under management, fixed fees, and commission-based charges—rather than a single, uniform billing model. It does not identify itself as a capital allocator and is not described as an active ESG investor. The firm lists relationships with accountants and law firms as part of its industry affiliations, suggesting it coordinates with professional advisers for client matters.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6CORAL MURPHY
Operations ManagerCRD 3145896
DEBRA COCCORO
OwnerCRD 6543508
CHRISTOPHER DUPEE
Registered RepresentativeCRD 4672762
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENNIS, MA
BARNSTABLE
Location
DENNIS, MA
Headquartered in DENNIS, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- BARNSTABLE
- Address
- 586 Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
BAY COLONY ADVISORS
RIACONCORD, MA
PROFICIENT WEALTH COUNSELORS, LLC
RIANORWOOD, MA
PUTNAM INVESTMENT MANAGEMENT, LLC
RIABOSTON, MA
COLLABORATIVE WEALTH ADVISORS, LLC
RIAWESTFORD, MA
WINDROSE ADVISORS LLC
RIAWALTHAM, MA
FIDUCIARY WEALTH PARTNERS, LLC
RIANEWTON LOWER FALLS, MA