Marty Pereira, financial advisor Naperville IL
96 score

Marty Pereira

CRD Number: 4599187
Current Firm: Nfp Advisor Services, LLC

Marty Pereira (CRD# 4599187) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Naperville, IL and has over 16 years of experience in the finance industry. Marty Pereira has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Morgan Stanley Smith Barney Chicago, IL May 2011 - Current 5
Csmg International Ltd Skokie, IL Nov 1985 - Current 31
Nfp Advisors Naperville, IL Jan 2015 - Apr 2016 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Marty L. Pereira
Phone Number: 512-697-6000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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