PEARSON FINANCIAL SERVICES

PEARSON FINANCIAL SERVICES of DENNIS, MA is an SEC-registered investment adviser (CRD 130143). Regulatory assets under management: $885.0M.

Registration

• CRD: 130143
• SEC file number: 801-137077
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 130143 on SEC IAPD (source of record)
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