Kelly Pearce has been an investment adviser representative at BPP Wealth Solutions since March 2023, and is not listed among the firm’s executive officers or direct owners. Kelly Pearce holds a Bachelor of Science in Finance from Lehigh University.
BPP Wealth Solutions, LLC is a Basking Ridge, NJ firm with $247M under management, 113 clients and 4 advisers in one office, as of its March 2026 filing.
Kelly Pearce is Senior Investment Services Manager of BPP Wealth Solutions, based in Basking Ridge, NJ. She ensures that client investment accounts are properly opened and maintained, and assists with Security Income Planning. She works with the team and strategic partners to facilitate client transactions. Her first professional experience was in healthcare finance and accounting.
- BPP Wealth Solutions, LLCCurrent– present · 3 yearsBasking Ridge, NJ · Adviser representative · Firm CRD 166962
Investment adviser representative registrations
Kelly Pearce is registered as an investment adviser representative in New Jersey, since March 2023.
- New JerseySince 20 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 February 2023 |
| Series 7TO | General Securities Representative Examination | 9 April 2022 |
| SIE | Securities Industry Essentials Examination | 8 March 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kelly Lynne Pearce
- CRD
- 7306507
- Firm
- BPP Wealth Solutions · CRD 166962
- Office
- 25 MOUNTAINVIEW BLVD.,, SUITE 202A, Basking Ridge, NJ 07920
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- bppwealth.com
Where does Kelly Pearce work?
Kelly Pearce is an investment adviser representative registered through BPP Wealth Solutions, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Pearce a financial advisor?
Yes. Kelly Pearce has a current investment-adviser registration in New Jersey, through BPP Wealth Solutions since March 2023.
How many years of experience does Kelly Pearce have?
Kelly Pearce has 4 years in the financial industry, since April 2022, across 1 adviser firm.
What exams has Kelly Pearce passed?
Kelly Pearce has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in March 2022.
Where is Kelly Pearce based?
Kelly Pearce’s registered office is in Basking Ridge, NJ.
Is Kelly Pearce registered with FINRA?
Yes. Kelly Pearce has a current broker registration, under CRD 7306507.
Source: FINRA BrokerCheck
How can I verify Kelly Pearce’s record?
Search CRD 7306507 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kelly Pearce’s full registration record.
