Cathy Pereira is a CFP-designated registered investment advisor, based in Fairport, NY, with 4 years of industry experience.
Location
290 Woodcliff Drive, Fairport, NY, 14450
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Cathy is an employee and investment advisor representative of Manning & Napier Advisors, LLC, an affiliated registered investment advisor.
Employment History
Current Registrations
Manning & Napier Investor Services, INC.
August 2021 - Present · 4 yrs 8 mos
Manning & Napier Investor Services, INC.Broker
August 2021 - Present · 4 yrs 8 mos
Manning & Napier Advisors, LLC
June 2021 - Present · 4 yrs 10 mos
State Registrations16 states
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Exams
No exam information available for this advisor.