Pearlyn R. Manieri

NAJARIAN FAMILY OFFICE

Chicago, IL 60606

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CRD#: 1917520

Professional summary

Pearlyn Reyes Manieri, who also goes by Pearl Madrid, Pearlyn R Madrid, Pearlyn Reyes Madrid, is a registered financial advisor currently at NAJARIAN FAMILY OFFICE, LLC located in Chicago, Illinois.

Pearlyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Pearlyn has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, Series 3, SIE, Series 55, Series 7, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pearl Madrid | Pearlyn R Madrid | Pearlyn Reyes Madrid

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

XYZ NEWCO CONSULTING FOR A NEW BROKER DEALER CONSULTANT SINCE 07/2023 INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pearlyn Reyes Manieri's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 23, 2017 - Present

NAJARIAN FAMILY OFFICE, LLC

Office #1: 223 W Jackson Blvd. Suite 500, Chicago, IL 60606

RIA

CRD#: 282209

Chicago, IL

Past

August 24, 2020 - April 8, 2023

VYGR DIGITAL SECURITIES, LLC

CRD#: 148019

NEW YORK, NY

Past

May 21, 2018 - September 12, 2018

VYGR DIGITAL SECURITIES, LLC

CRD#: 148019

NEW YORK, NY

Past

January 26, 2017 - February 2, 2018

VYGR DIGITAL SECURITIES, LLC

CRD#: 148019

NEW YORK, NY

Past

April 17, 2008 - January 30, 2015

E*TRADE FUTURES LLC

CRD#: 145562

CHICAGO, IL

Past

May 11, 2006 - July 3, 2007

E*TRADE SECURITIES LLC

CRD#: 29106

CHICAGO, IL

Past

February 2, 2004 - May 11, 2006

E*TRADE CLEARING LLC

CRD#: 25025

JERSEY CITY, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/12/2019)

IAR

Colorado
(7/11/2019)

IAR

Florida
(7/24/2019)

IAR

Illinois
(1/23/2017)

IAR

New Jersey
(9/12/2019)

IAR

New York
(2/14/2021)

IAR

South Carolina
(5/11/2021)

IAR

Texas
(7/12/2019)

IAR

Virginia
(3/24/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/23/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/9/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 3

Date: 6/21/2022

National Commodity Futures Examination

General Industry/Product Exam

SIE

Date: 9/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 12/31/2007

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 3/7/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/28/2008

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 7/14/2005

Registered Options Principal Examination

Current Firm

NAJARIAN FAMILY OFFICE, LLC

CRD#: 282209 / SEC#:

California

Registered Investment Advisory firm - (6/26/2018 Approved)

Colorado

Registered Investment Advisory firm - (6/1/2018 Approved)

Florida

Registered Investment Advisory firm - (11/1/2016 Approved)

Illinois

Registered Investment Advisory firm - (1/6/2016 Approved)

Indiana

Registered Investment Advisory firm - (12/2/2020 Terminated)

Michigan

Registered Investment Advisory firm - (4/8/2024 Approved)

New Hampshire

Registered Investment Advisory firm - (12/10/2021 Terminated)

New Jersey

Registered Investment Advisory firm - (9/12/2019 Approved)

New York

Registered Investment Advisory firm - (10/5/2018 Approved)

South Carolina

Registered Investment Advisory firm - (5/7/2021 Approved)

Texas

Registered Investment Advisory firm - (10/11/2017 Approved)

Virginia

Registered Investment Advisory firm - (3/24/2021 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

223 W Jackson Blvd. Suite 500, Chicago, IL 60606

Mailing Address

Phone number

(312) 878-3147

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	132
AUM (Assets Under Management)	$ 67,248,426

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Pearlyn R. Manieri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pearlyn Reyes Manieri's CRS (Customer Relationship Summary).

Certified licenses

Experience

VYGR DIGITAL SECURITIES, LLC

VYGR DIGITAL SECURITIES, LLC

VYGR DIGITAL SECURITIES, LLC

E*TRADE FUTURES LLC

E*TRADE SECURITIES LLC

E*TRADE CLEARING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/23/2017

Series 63

Date: 2/9/2004

Series 99TO

Date: 1/2/2023

Series 3

Date: 6/21/2022

SIE

Date: 9/12/2018

Series 55

Date: 12/31/2007

Series 7

Date: 3/7/2003

Series 24

Date: 1/28/2008

Series 4

Date: 7/14/2005

Current Firm

NAJARIAN FAMILY OFFICE, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NAJARIAN FAMILY OFFICE, LLC

TRUST BUT VERIFY

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