Kaylee Rose Pereira
Investment Adviser Representative at LPL Enterprise, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kaylee Rose Pereira is an investment adviser representative with LPL Enterprise, LLC in Barnegat, NJ, where they have been registered since 2024. They have worked in the securities industry since 2024 and were previously registered with Prudential Financial Planning Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey.
Registrations & licenses
- Investment adviser:
- New Jersey
- Broker:
5 states and territories
Arizona, New Jersey, New York, Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pruco Securities LLCFeb 2024 – Nov 2024Toms River, NJ
- Perlmart Family Shoprite of WaretownMay 2019 – Dec 2021Waretown, NJ
- Saker ShopriteDec 2021 – Apr 2023Waretown, NJ
- TGI Fridays Restaurant and BarMay 2023 – Nov 2024Manahawkin, NJ
- Ocean County CollegeSep 2019 – May 2021Toms River, NJ
- Stockton UniversitySep 2021 – May 2023Galloway, NJ
- Barnegat High SchoolSep 2015 – Jun 2019Barnegat, NJ
- The Prudential Insurance Company of AmericaAug 2024 – no end date reportedToms River, NJ
- LPL Enterprise, LLCNov 2024 – no end date reportedEast Brunswick, NJ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Enterprise, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3,088
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-130883
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 15, 2026
View full firm profileOther advisors at LPL Enterprise, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kaylee Rose Pereira has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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