Lawrence Fernandes Pereira
Investment Adviser Representative at Capital Markets IQ, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lawrence Fernandes Pereira is an investment adviser representative with Capital Markets IQ, LLC in Cohasset, MA, where they have been registered since 2016. They have worked in the securities industry since 2003 and were previously registered with Blueprint Capital Markets. They have passed 8 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Massachusetts.
Registrations & licenses
- Investment adviser:
- Massachusetts
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.
- Blueprint Capital Markets FKA Govdesk, LLCJun 1997 – May 2023Redondo Beach, CA
- Seagate Global Wealth ManagementSep 2014 – Dec 2021Newport Beach, CA
- King Harbor Wealth Management, LLCJun 2014 – no end date reportedRedondo Beach, CA
- Capital Markets IQ, LLCSep 2016 – no end date reportedRedondo Beach, CA
- dv01Nov 2021 – Apr 2022New York, NY
- American Realty AdvisorsJul 2022 – Sep 2022Los Angeles, CA
- Ryco, Inc.Sep 2022 – Jan 2023Middleborough, MA
- Groma Corp LLCMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Capital Markets IQ, 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
- Performance-based fees
- Firm account minimum
- $100,000
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Cohasset, MA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lawrence Fernandes 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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