Maria Fernanda Pereyra

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 01/2024 → Present
  Cerity Partners
  New York, NY
• 03/2023 → 01/2024
  Cerity Partners
  New York, NY
• 07/2022 → 03/2023
  Svb Private Bank
  New York, NY
• 12/2020 → 04/2022
  Better Mortgage
  New York, NY
• 09/2019 → 11/2020
  Jpm Chase
  New York, NY
• 12/2018 → 09/2019
  Jpm Chase
  New York, NY
• 01/2014 → 12/2018
  Full Time Education
  Santo Domingo

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-29

Other Names

• Maria Fernanda Pereyra Suero