Natalya S. Pearl
Professional summary
Natalya S Pearl, CFP®, who also goes by Natalya Sergeyevna Cherepnina, Natalya Cherepnina, Thibodeau Natalya, Natalya Pearl, Natalya S Thibodeau, Natalya Thibodeau, is a registered financial advisor currently at DRAGONFLY WEALTH ADVISORY located in Concord, New Hampshire.
Natalya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Natalya has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Natalya S Pearl's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
August 12, 2026 - Present
DRAGONFLY WEALTH ADVISORY
Office #1: 20 Foundry St, Second Floor, Concord, NH 03301January 24, 2011 - October 2, 2020
OSAIC INSTITUTIONS, INC.
November 17, 2010 - October 2, 2020
OSAIC INSTITUTIONS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/12/2026)
Exams
Series 7TO
Date: 7/13/2022
General Securities Representative ExaminationCurrent Firm
DRAGONFLY WEALTH ADVISORY
CRD#: 343225 / SEC#:
Contact information
Red Flags
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Company Information
DRAGONFLY WEALTH ADVISORY
CRD#: 343225Concord, NH 03301TRUST BUT VERIFY
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