Larry Gene Peery

Employer firm

Magnolia Private Wealth, LLC CRD 324102

$272M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 01/2016 → Present
  Cavria Advisors, Llc
  Philadelphia, PA

Previous Registrations

• 2017-06-28 → 2023-12-11
  Cavria Advisors
  Philadelphia, PA

Other Businesses

FA Digital, LLC | 07/01/2020 - Present | Not Investment Related | Philadelphia, PA | Partner | 80 Hours per Month, 80 Hours During Market Hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-16

Other Names

• Larry Peery