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PIONEER ADVISORY

BIRD RYAN SHARP

CRD 166266

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$35.3M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 22 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; THIRD PARTY REFERRAL FEES

Org form

Sole Proprietorship

Filing date

2026-02-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals5$461K
High net worth individuals17$34.9M

All web addresses on file

Official SEC filing: View on IAPD