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Michael P
Series 63, Series 65
Bedminster, NJ
65 and Sunny! Registered Investment Advisors, LLC
Michael Pierce III is the sole advisor at 65 and Sunny! Registered Investment Advisors, LLC in Bedminster, NJ, holding Series 63 and Series 65 licenses with 18 years of industry experience. Prior to founding his current firm in 2013, he worked at Bedrock Capital, LLC for eight years. He is also licensed as an insurance agent, providing life, health, and fixed annuities insurance in conjunction with financial and retirement planning. 65 and Sunny! Registered Investment Advisors focuses on retirement-oriented advice and portfolio management for individuals, trusts, non-profits, and pension plans, with particular expertise in federal and civilian employee benefits. The firm emphasizes capital preservation and employs specialized retirement-planning tools, offering both fee-based and commissionable solutions tailored to retiree needs.
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