Nelson Pereira

Employer firm

Naples Wealth Planning CRD 330316

$227M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → 04/2019
  Strategic Advisors Inc.
  Morristown, NJ
• 07/2018 → 04/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 05/2019 → 07/2019
  Umemployed
  Naples, FL
• 08/2019 → 10/2019
  Capital Wealth Planning, Llc
  Naples, FL
• 10/2019 → 10/2020
  Naples Wealth Planning
  Naples, FL
• 10/2020 → 07/2023
  Laidlaw Wealth Management Dba Naples Wealth Planning
  Naples, FL
• 02/2021 → 12/2023
  Laidlaw & Company (Uk) Ltd
  Naples, FL
• 06/2019 → Present
  Naples Wealth Planning
  Naples, FL
• 10/2021 → Present
  Naples Insurance Strategies
  Naples, FL
• 08/2023 → 07/2025
  American Global Wealth Management, Inc.
  Mcdonough, GA
• 07/2025 → Present
  The Leaders Group Inc
  Summit, NJ

Previous Registrations

• 2024-06-28 → 2024-09-30
  Imprint Wealth Llc
  Naples, FL
  Mount Pleasant, SC
• 2023-07-17 → 2024-06-17
  Imprint Wealth Llc
  Naples, FL
  Mount Pleasant, SC
• 2021-02-09 → 2023-08-04
  Laidlaw Wealth Management Llc
  Naples, FL
• 2019-10-25 → 2020-12-31
  Capitalrock Financial, Llc
  Naples, FL
• 2018-07-13 → 2019-04-23
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2009-02-10 → 2018-07-13
  Strategic Advisers Llc
  Morristown, NJ
  Naples, FL

Other Businesses

1.) NAPLES INSURANCE STRATEGIES - 10/1/2021 - 3301 Bonita Beach Road, Bonita Springs, FL 34134 - Director insurance & planning, Principle, Invt Rel, Insurance business, 80 hrs/mo; 80 hrs/mo (during trading hours). 2.) NAPLES WEALTH PLANNING - 6/24/2019 - 3301 Bonita Beach Road, Bonita Springs, FL 34134 - Managing Director, Wealth advisor, Invt Rel, RA, 80 hrs/mo; 80 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2008-09-15
• S63 Uniform Securities Agent State Law Examination
  2008-05-15

Designations

• Certified Financial Planner

Other Names

• Nelson Pereira
• Nelson Filipe Pereira