Larry G. Peery

MAGNOLIA PRIVATE WEALTH

Philadelphia, PA 19103

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CRD#: 6717172

Professional summary

Larry Gene Peery II, who also goes by Larry Peery, is a registered financial advisor currently at MAGNOLIA PRIVATE WEALTH, LLC located in Philadelphia, Pennsylvania.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Larry has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry Peery

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Gene Peery II'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

July 14, 2023 - Present

MAGNOLIA PRIVATE WEALTH, LLC

Office #1: 1845 Walnut Street Suite 1601, Philadelphia, PA 19103

RIA

CRD#: 324102

Philadelphia, PA

Past

June 28, 2017 - December 11, 2023

CAVRIA ADVISORS

RIA

CRD#: 283423

PHILADELPHIA, PA

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".

MAGNOLIA PRIVATE WEALTH, LLC

CRD#: 324102 / SEC#: 801-128251

RIA

Registered Investment Advisory firm - (10/13/2023 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(7/14/2023)

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: 3/16/2016

Uniform Investment Adviser Law Examination

Current Firm

MAGNOLIA PRIVATE WEALTH, LLC

CRD#: 324102 / SEC#: 801-128251

RIA

Registered Investment Advisory firm - (10/13/2023 Approved)

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Contact information

Main Address

1845 Walnut Street Suite 1601, Philadelphia, PA 19103

Mailing Address

Phone number

(571) 477-1375

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV, PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	712
AUM (Assets Under Management)	$ 225,740,627

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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Larry G. Peery

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Gene Peery II's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAGNOLIA PRIVATE WEALTH, LLC

CAVRIA ADVISORS

Primary Firm SEC Registration

MAGNOLIA PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/16/2016

Current Firm

MAGNOLIA PRIVATE WEALTH, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAGNOLIA PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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