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Robert Pereira

Tifin Private Markets LLC

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About Robert Pereira

Robert Pereira is an active broker in the financial services industry, currently registered with Tifin Private Markets LLC. Robert has been in the industry since 2001 and holds the Series 7, Series 24, Series 66, Series 99TO and SIE licenses. Robert has been registered with Tifin Private Markets LLC since 2020. Prior to that, Robert was registered with Jefferies LLC, Credit Suisse Securities (USA) LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Robert is registered in 17 states, including Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virgin Islands and Virginia.

Firm Information

Robert Pereira is currently registered with Tifin Private Markets LLC. Tifin Private Markets LLC is a Limited Liability Company formed in 2019. It is registered in 17 states and is also approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

2

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.

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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Robert Pereira’s Registration & Firm History

NY

05/01/2020 - Present

Tifin Private Markets LLC (NEW YORK NY)

NY

06/13/2006 - 09/25/2019

JEFFERIES LLC (NEW YORK NY)

NY

01/17/2003 - 06/13/2006

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NJ

11/23/2001 - 01/17/2003

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 06/27/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/06/2022

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Pereira.
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