# PEARSON FINANCIAL SERVICES

PEARSON FINANCIAL SERVICES of DENNIS, MA is an SEC-registered investment adviser.

## Registration

- CRD: 130143
- Type: SEC-registered investment adviser
- SEC file number: 801-137077
- Location: 586 MAIN ST, DENNIS, MA, 02638
- Phone: 508-385-7925
- Latest filing: 2026-08-04
- Regulatory AUM: $885.0M
- Discretionary AUM: $885.0M
- Clients: 8
- Accounts: 1,921

## Business model

- Compensation: % of AUM, Fixed, Commissions
- Clients served: High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Coral Annette Murphy | MEMBER/OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | — |
| Bryan William Bastoni | MEMBER | — |
| Kathleen Fowler | PASSIVE OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130143/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130143/similar
- Related entities: https://search.stillhousedata.com/firm/130143/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130143

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.