Unclaimed Profile

Rene Doris Pereiro

WOLFF FINANCIAL MANAGEMENT LLC·KALAMAZOO, Michigan

SIE, Series 6, Series 7, Series 66Clean record14 years registeredWOLFF FINANCIAL MANAGEMENT LLC

5938 VENTURE PARK DRIVE, KALAMAZOO, MI 49009CRD# 5447221Firm CRD# 283239

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rene Doris Pereiro · KALAMAZOO, MI

Registration

CRD #5447221 · WOLFF FINANCIAL MANAGEMENT LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WOLFF FINANCIAL MANAGEMENT LLC

PNC INVESTMENTS

Aug 2012 – Feb 2013

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · August 14, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WOLFF FINANCIAL MANAGEMENT LLC

CRD 283239 · SEC 801-107444

AUM

$466M

Regulatory assets under management

Employees

1,138 client accounts

Services offered by WOLFF FINANCIAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WOLFF FINANCIAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Rene Doris Pereiro offer?

Rene Doris Pereiro specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Rene Doris Pereiro's credentials?

Rene Doris Pereiro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rene Doris Pereiro located?

Rene Doris Pereiro is based in KALAMAZOO, Michigan, last registered with WOLFF FINANCIAL MANAGEMENT LLC.

How does Rene Doris Pereiro charge for services?

Rene Doris Pereiro's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WOLFF FINANCIAL MANAGEMENT LLC?

WOLFF FINANCIAL MANAGEMENT LLC has approximately 5 employees and manages $466M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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