Reggie Peral
Investment adviser representative at Clearview Family Wealth, LLC
10 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm in business
Are you Reggie Peral? 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Clearview Family Wealth, LLCMay 2026 to now
- LPL Financial LLC dba Salem Five Wealth ManagementFeb 2020 to May 2026
- Ameriprise Financial Services, Inc.Oct 2018 to Dec 2019
- Lesley UniversitySep 2016 to Aug 2018
- Integration PartnersJul 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Clearview Family Wealth, LLC
$0Assets managed
0Clients
1Advisers
Under 1 yearIn 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
- 6991790
- Firm CRD
- 342171