Bartlett, TN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$134,619,620,347
ClientsTotal clients
355,872
AdvisorsAdvisors at this office
2
Of 3,908 advisors across 2,203 offices
Location
3106 Kirby Whitten Rd.
Bartlett TN 38134
Advisors at this office
2
Advisors at this office
Brooke P
Series 66
Bartlett, TN
Cambridge Investment Research Advisors
Brooke Pilant is a Series 66-credentialed financial advisor with 10 years of industry experience. She joined Cambridge Investment Research Advisors in 2024, having previously worked at Ameriprise from 2015 to 2024. Pilant is involved as a board member of Dynasty Wealth Solutions LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of strategies and platform arrangements.
Colt P
Series 66
Bartlett, TN
Cambridge Investment Research Advisors
Colt Pierotti is a Series 66-licensed financial advisor with seven years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at Ameriprise and UBS Financial Services. Outside of his advisory work, he is an owner of OX Capital LLC and CK Horse Enterprises LLC and serves as a board member of Dynasty Wealth Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored investment strategies via multiple platform arrangements and proprietary as well as third-party model solutions.
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