Reggie Peral

Employer firm

Clearview Family Wealth, LLC CRD 342171

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2026 → Present
  Clearview Family Wealth, Llc
  Peabody, MA
• 10/2018 → 12/2019
  Ameriprise Financial Services, Inc.
  Middleton, MA
• 07/2016 → 09/2018
  Integration Partners
  Lexington, MA
• 09/2016 → 08/2018
  Lesley University
  Cambridge, MA
• 02/2020 → 05/2026
  Lpl Financial Llc Dba Salem Five Wealth Management
  Salem, MA

Previous Registrations

• 2020-03-04 → 2026-06-05
  Lpl Financial Llc
  Salem, MA
• 2018-10-29 → 2019-12-09
  Ameriprise Financial Services, Llc
  Middleton, MA

Other Businesses

1) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Clearview Tax Planning; Not investment-related; Same address; Tax and accounting firm; Owner; Provide tax and accounting services; Less than 5% of time during the month.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-29