Fabiana Carla Pereira
Investment adviser representative at Osaic Institutions, Inc.
10 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm in business
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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 fee
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
10 years in the industry.
- Nh TrustApr 2025 to now
- Osaic Institutions, Inc.Apr 2025 to now
- Sentinel Benefits & Financial GroupOct 2022 to Feb 2025
- LPL Financial, LLCNov 2016 to Oct 2022
- Salem Five BankSep 2016 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NH).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 6653691
- Firm CRD
- 35371