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MP

Marcia A. Pereira

SYMMETRY PARTNERS
WATERTOWN, CT
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CRD#: 5055435
MP
Marcia Andrea PereiraSYMMETRY PARTNERS

Professional summary

Marcia Andrea Pereira, who also goes by Marcia Andrea Clark, Marci Pereira, Marcia Pereira, is a registered financial advisor currently at SYMMETRY PARTNERS located in Watertown, Connecticut and FORESIDE FINANCIAL SERVICES, LLC located in Glastonbury, Connecticut.

Marcia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Marcia has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Marcia Andrea Clark | Marci Pereira | Marcia Pereira

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcia Andrea Pereira's CRS (Customer Relationship Summary).
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

April 21, 2026 - Present

SYMMETRY PARTNERS

RIA
CRD#: 120982
WATERTOWN, CT
Current

May 5, 2026 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 151 National Drive, Glastonbury, CT 06033
BD
CRD#: 148477
Glastonbury, CT
Past

June 28, 2016 - April 13, 2026

VIRTUS INVESTMENT ADVISERS, LLC

RIA
CRD#: 106982
HARTFORD, CT
Past

January 19, 2016 - April 13, 2026

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

October 27, 2014 - January 4, 2016

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
FARMINGTON, CT
Past

March 1, 2011 - April 8, 2014

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
BLOOMFIELD, CT
Past

July 16, 2007 - March 2, 2011

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
WETHERSFIELD, CT
Past

January 11, 2006 - June 29, 2007

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
NORTH HAVEN, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | IVORY WEALTH PARTNERS | EVENTUM WEALTH MANAGEMENT, LLC

CRD#: 120982 / SEC#: 801-61342

RIA
Registered Investment Advisory firm - (7/26/2002 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(5/5/2026)
IAR
Connecticut
(4/21/2026)
RR
Connecticut
(5/5/2026)
RR
Delaware
(5/5/2026)
RR
District of Columbia
(5/5/2026)
RR
Florida
(5/5/2026)
RR
Georgia
(5/5/2026)
RR
Maryland
(5/5/2026)
RR
Mississippi
(5/5/2026)
RR
New Jersey
(5/5/2026)
RR
New York
(5/5/2026)
RR
North Carolina
(5/5/2026)
RR
Pennsylvania
(5/5/2026)
RR
Puerto Rico
(5/5/2026)
RR
South Carolina
(5/5/2026)
RR
Virginia
(5/5/2026)
RR
West Virginia
(5/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/28/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/26/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/12/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/10/2006
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | IVORY WEALTH PARTNERS | EVENTUM WEALTH MANAGEMENT, LLC

CRD#: 120982 / SEC#: 801-61342

RIA
Registered Investment Advisory firm - (7/26/2002 Approved)
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Contact information

Main Address
151 National Drive, Glastonbury, CT 06033
Mailing Address
Phone number
(860) 734-2000
Established
Firm type
Fiscal year end
# of Employees
52

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SYMMETRY PARTNERS, LLC FORM ADV PART 2 3/23 (2/27/2026)

Regulatory assets under management

Total Number of Accounts11,419
AUM (Assets Under Management)$ 4,730,645,660

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.

Company Information

SYMMETRY PARTNERS

CRD#: 120982Watertown, CT

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