DP
CFP
DP
CFP

Durriya Pierce

7 Years of Experience
1 Disclosure

Durriya Pierce is a CFP-designated registered investment advisor at Fruitful, based in Greensboro, NC, with 7 years of industry experience. Durriya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 189 clients with $9.3M in assets under management.

Compensation
Fixed/Hourly
Firm Size
17 advisors
Number of Clients
189 clients
Average Client Portfolio
$49K average
Assets Under Management
$9.3M

Fee Structure

Planning is included in investment management

Fruitful Advisory offers investment management services as part of a Fruitful, Inc. membership. To access investment management, you must subscribe to Fruitful, Inc.'s membership, which costs:

  • Solo (1 member): $98/month, $275/quarter, or $998/year
  • Joint (2 members): $148/month, $415/quarter, or $1,498/year

These membership fees do not include brokerage commissions or other transaction fees.

Loading...

Location

Greensboro, NC

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2019
Final
Other Business Activities

Durriya works as an independent contractor for Shipt, Inc., an online delivery service, and Uber Technologies, Inc., a ride-hailing service. She spends minimal time on Shipt and about 10-20% of her time on Uber.

Employment History
Current Registrations
Fruitful
September 2023 - Present · 2 yrs 7 mos
Previous Registrations
Albert Securities, LLCBroker
April 2022 - June 2023 · 1 yr 2 mos
Albert Investments, LLC
March 2022 - June 2023 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - February 2022 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - February 2022 · 2 yrs 4 mos
Ernst & Young Investment Advisers LLP
December 2017 - August 2019 · 1 yr 8 mos
State Registrations3 states
NCNYTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Durriya Pierce - Financial Advisor | TrueAdvisor