Darcy Allan Pierce

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 06/2020
  Emancipaction, Inc.
  Jacksonville, FL
• 06/2020 → 02/2024
  Regal Wealth Group
  Saint Johns, FL
• 02/2024 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2022-01-12 → 2024-03-28
  Regal Wealth Group Inc.
  Jacksonville, FL
  Seal Beach, CA
  Saint Johns, FL
• 2006-04-11 → 2010-12-13
  Regal Wealth Group Inc.
  Seal Beach, CA
• 2001-02-26 → 2006-04-11
  Regal Advisory Services, Inc.
  Redlands, CA
• 2001-04-04 → 2003-02-04
  Osaic Wealth, Inc.
  Redlands, CA

Other Businesses

NewEdge Advisors, LLC; - DBA Pacific Pointe Advisors RIA - Investment Related - Investment Advisor Representative - start: 02/2024 - At reported business location.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-12
• S66 Uniform Combined State Law Examination
  2001-01-26