Maria Leilani R. Perez

ATLANTIC INVESTMENTS A REGISTERED INVESTMENT ADVISOR,

Montclair, CA

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CRD#: 7392396

Professional summary

Maria Leilani Reyes Perez is a registered financial advisor currently at ATLANTIC INVESTMENTS A REGISTERED INVESTMENT ADVISOR, INC located in Montclair, California.

Maria Leilani is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Maria Leilani has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Citrus Valley Health Partners; Not investment related; Registered Nurse; Start date 03/1994; West Covina, CA; Approx 99% of time

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Leilani Reyes Perez's 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

June 17, 2021 - Present

ATLANTIC INVESTMENTS A REGISTERED INVESTMENT ADVISOR, INC

RIA

CRD#: 154001

Montclair, CA

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

California
(6/17/2021)

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

Current Firm

ATLANTIC INVESTMENTS A REGISTERED INVESTMENT ADVISOR, INC

ATLANTIC INVESTMENTS A REGISTERED INVESTMENT ADVISOR, INC | FIDELITY PACIFIC INVESTMENTS INC. | FIDELITY ATLANTIC INVESTMENTS INC. | ATLANTIC INVESTMENTS A REGISTERED INVESTMENT ADVISOR, INC.

CRD#: 154001 / SEC#:

California

Registered Investment Advisory firm - (9/9/2010 Approved)

Florida

Registered Investment Advisory firm - (11/13/2012 Terminated)

Illinois

Registered Investment Advisory firm - (3/21/2013 Terminated)

Louisiana

Registered Investment Advisory firm - (1/19/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

2029 Century Park East Suite 400, Los Angeles, CA 90067

Mailing Address

Phone number

(866) 997-6234

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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