CRD: 175256
65 AND Sunny! Registered Investment Advisors, LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- Radial horizon
- Established Date
- 01-06-2017
- Office Locations
- 1
Office Locations
About 65 AND Sunny! Registered Investment Advisors, LLC
65 and Sunny! Registered Investment Advisors is a New Jersey-based hybrid RIA focused on retirement planning for individuals and business owners, with deep specialization in Medicare, Social Security, and federal employee benefits, including tailored support for female retirees. The firm builds a month-by-month “Real Retirement Plan” through age 100 to align cash flows, estate/beneficiary and charitable goals, and investment choices, using primarily ETF-based managed portfolios and insurance solutions as appropriate.
Team overview
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Client Personas
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Investment Vehicles
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Owner & Executives
MICHAEL JOSEPH PIERCE III
Advisor, President
- CRD
- #1217046
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,376,331,113 | 100.0% |
| Total | $3,376,331,113 | 100.0% |