Annie Pereyra is a registered investment advisor at Rise Private Wealth Management, based in Rye Brook, NY, with 16 years of industry experience. Annie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable. Additional third-party program or manager fees may apply.
Fee Estimator
Location
800 Westchester Ave, Suite 300, Rye Brook, NY, 10573
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Annie owns multiple real estate properties and serves as a Strategy & Risk Board Member for Pereyra. She also manages an Instagram community account called We Love LBNY and provides marketing and strategy consulting to SLPP, LLC, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Rise Private Wealth Management
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
International Equity Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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