Cathy Pereira is a CFP-designated registered investment advisor, based in Pittsford, NY, with 4 years of industry experience. Cathy is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Pittsford, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cathy is an employee and investment advisor representative of Manning & Napier Advisors, LLC, an affiliated registered investment advisor.
Employment History
Current Registrations
Manning & Napier Investor Services, INC.
Manning & Napier Investor Services, INC.Broker
Manning & Napier Advisors, LLC
State Registrations16 states
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