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Pearlyn Reyes Manieri

Najarian Family Office, LLC

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About Pearlyn Reyes Manieri

Pearlyn Manieri is a registered investment advisor representative associated with Najarian Family Office, LLC. Pearlyn has been in the industry since 2004 and holds both Series 63 and Series 65 licenses. Pearlyn is currently registered with the following states: California, Colorado, Florida, Illinois, New Jersey, New York, South Carolina, Texas, and Virginia. Pearlyn offers financial planning services, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Pearlyn Manieri is currently registered with Najarian Family Office, LLC. Najarian Family Office, LLC is a registered investment advisor with approximately $55.97 million in regulatory assets under management. The firm provides financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm serves high-net-worth individuals and individuals other than high-net-worth.

$55.97M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Pearlyn Manieri’s Registration & Firm History

IL

03/24/2021 - Present

Najarian Family Office, LLC (CHICAGO IL)

NY

08/24/2020 - 04/08/2023

VYGR DIGITAL SECURITIES, LLC (NEW YORK NY)

NY

05/21/2018 - 09/12/2018

GLACIER POINT CAPITAL LLC (NEW YORK NY)

NY

01/26/2017 - 02/02/2018

GLACIER POINT CAPITAL LLC (NEW YORK NY)

IL

04/17/2008 - 01/30/2015

TRADE MONSTER (CHICAGO IL)

IL

05/11/2006 - 07/03/2007

E*TRADE SECURITIES LLC (CHICAGO IL)

NJ

02/02/2004 - 05/11/2006

E*TRADE CLEARING LLC (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 01/23/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2008

Series 24 - General Securities Principal Examination

BC

Issued 07/14/2005

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 06/21/2022

Series 3 - National Commodity Futures Examination

BC

Issued 09/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/2007

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/07/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Pearlyn Reyes Manieri.
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