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PEARSON FINANCIAL SERVICES

DENNIS, MA · CRD 130143 · IAPD ↗ · spearsonfinancial.com · 508-385-7925

$885.0MRegulatory AUM
3Advisory reps
8Employees
120Clients
n/aPlanning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

98
September 2026 — PEARSON FINANCIAL SERVICES (DENNIS, MA) is newly SEC-registered with $885.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.