Nelson Pereira
Investment adviser representative at Naples Wealth Planning
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$226.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- The Leaders Group IncJul 2025 to now
- Naples Insurance StrategiesOct 2021 to now
- Naples Wealth PlanningJun 2019 to now
- American Global Wealth Management, Inc.Aug 2023 to Jul 2025
- Laidlaw & Company (UK) LtdFeb 2021 to Dec 2023
- Laidlaw Wealth Management dba Naples Wealth PlanningOct 2020 to Jul 2023
- Capital Wealth Planning, LLCAug 2019 to Oct 2019
- UmemployedMay 2019 to Jul 2019
- Fidelity Personal and Workplace AdvisorsJul 2018 to Apr 2019
- Strategic Advisors Inc.Oct 2007 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Naples Wealth Planning
Legal name: Naples Wealth Planning, LLC
$226.9MAssets managed
226Clients
8Advisers
2 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
- 5474021
- Firm CRD
- 330316