Kaylee Rose Pereira

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2024 → 11/2024
  Pruco Securities Llc
  Toms River, NJ
• 05/2019 → 12/2021
  Perlmart Family Shoprite Of Waretown
  Waretown, NJ
• 12/2021 → 04/2023
  Saker Shoprite
  Waretown, NJ
• 05/2023 → 11/2024
  Tgi Fridays Restaurant And Bar
  Manahawkin, NJ
• 09/2019 → 05/2021
  Ocean County College
  Toms River, NJ
• 09/2021 → 05/2023
  Stockton University
  Galloway, NJ
• 09/2015 → 06/2019
  Barnegat High School
  Barnegat, NJ
• 08/2024 → Present
  The Prudential Insurance Company Of America
  Toms River, NJ
• 11/2024 → Present
  Lpl Enterprise, Llc
  East Brunswick, NJ

Previous Registrations

• 2024-07-10 → 2024-11-14
  Pruco Securities, Llc.
  Toms River, NJ
  East Brunswick, NJ

Other Businesses

1) 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2024-07-08

Other Names

• Kaylee Pereira