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Pierce Strider Mccrerey

Saturna Capital Corporation

Bellingham, WA

CRD 7390120

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Employer firm

Saturna Capital Corporation CRD 25586

$8.62B regulatory AUM 1,010 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
Saturna Capital Corporation

1300 N State St., Bellingham, WA 98225-4730 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-12-17
  • WA RA
    APPROVED
    Since 2021-12-17

Branch Locations

1300 N State St., Bellingham, WA 98225-4730 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Saturna Capital Bellingham WA 06/2021 07/2023
Unemployed Bellingham WA 01/2021 06/2021
Mccrerey Renovations Broomfield CO 05/2020 01/2021
Unemployed Broomfield CO 08/2019 05/2020
Mccrerey Fine Homes Frisco CO 05/2019 08/2019
Unemployed - Full-Time Student Bozeman MT 08/2018 05/2019
Mccrerey Fine Homes Frisco CO 05/2018 08/2018
Unemployed - Full-Time Student Bozeman MT 08/2017 05/2018
Mccrerey Fine Homes Frisco CO 05/2017 08/2017
Unemployed - Full-Time Student Bozeman MT 08/2016 05/2017
Saturna Brokerage Services Bellingham WA 06/2021 Present
Saturna Trust Company Bellingham WA 06/2021 07/2023
Saturna Capital Belliingham WA 07/2023 08/2024
Saturna Capital Bellingham WA 09/2024 10/2024
Saturna Capital Corporation Bellingham WA 10/2024 Present
  • 06/2021 → 07/2023
    Saturna Capital
    Bellingham, WA
  • 01/2021 → 06/2021
    Unemployed
    Bellingham, WA
  • 05/2020 → 01/2021
    Mccrerey Renovations
    Broomfield, CO
  • 08/2019 → 05/2020
    Unemployed
    Broomfield, CO
  • 05/2019 → 08/2019
    Mccrerey Fine Homes
    Frisco, CO
  • 08/2018 → 05/2019
    Unemployed - Full-Time Student
    Bozeman, MT
  • 05/2018 → 08/2018
    Mccrerey Fine Homes
    Frisco, CO
  • 08/2017 → 05/2018
    Unemployed - Full-Time Student
    Bozeman, MT
  • 05/2017 → 08/2017
    Mccrerey Fine Homes
    Frisco, CO
  • 08/2016 → 05/2017
    Unemployed - Full-Time Student
    Bozeman, MT
  • 06/2021 → Present
    Saturna Brokerage Services
    Bellingham, WA
  • 06/2021 → 07/2023
    Saturna Trust Company
    Bellingham, WA
  • 07/2023 → 08/2024
    Saturna Capital
    Belliingham, WA
  • 09/2024 → 10/2024
    Saturna Capital
    Bellingham, WA
  • 10/2024 → Present
    Bellingham, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-11-20
S65 Uniform Investment Adviser Law Examination 2021-03-23
  • S63 Uniform Securities Agent State Law Examination
    2021-11-20
  • S65 Uniform Investment Adviser Law Examination
    2021-03-23

View on SEC IAPD

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