Nelson Pereira, financial advisor Naples FL

Nelson Pereira

CRD Number: 5474021
Current Firm: Imprint Wealth LLC

Nelson Pereira (CRD# 5474021) is an Investment Advisor Representative working at Imprint Wealth LLC in Naples, FL and has over 15 years of experience in the finance industry. Nelson 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
American Global Wealth Management, Inc. Mcdonough, GA Aug 2023 - Current < 1
Imprint Wealth Llc D/b/a Naples Wealth Planning Naples, FL Jul 2023 - Current < 1
Naples Insurance Strategies Naples, FL Oct 2021 - Current 2
Laidlaw & Company (uk) Ltd Naples, FL Feb 2021 - Dec 2023 2
Laidlaw Wealth Management Dba Naples Wealth Planning Naples, FL Oct 2020 - Jul 2023 2
Naples Wealth Planning Naples, FL Oct 2019 - Oct 2020 1
Capital Wealth Planning, LLC Naples, FL Aug 2019 - Oct 2019 < 1
Umemployed Naples, FL May 2019 - Jul 2019 < 1
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Apr 2019 < 1
Strategic Advisors Inc. Morristown, NJ Oct 2007 - Apr 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Nelson Pereira
Phone Number: (843) 834-4853
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    254
    MILLIONS
  • Total Number of Accounts
    842
    ACCOUNTS
  • Average Account Value
    $301,601
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, GA, NY, SC

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