Lawrence Fernandes Pereira
Investment adviser representative at Capital Markets Iq, LLC
29 yearsExperience
1 stateRegistered in
$571.4MFirm assets
17 yearsFirm in business
Are you Lawrence Fernandes Pereira? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Groma Corp LLCMar 2025 to now
- Capital Markets Iq, LLCSep 2016 to now
- King Harbor Wealth Management, LLCJun 2014 to now
- Ryco, Inc.Sep 2022 to Jan 2023
- American Realty AdvisorsJul 2022 to Sep 2022
- Dv01Nov 2021 to Apr 2022
- Seagate Global Wealth ManagementSep 2014 to Dec 2021
- Blueprint Capital Markets Fka Govdesk, LLCJun 1997 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
Capital Markets Iq, LLC
$571.4MAssets managed
884Clients
19Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4408339
- Firm CRD
- 134921