Adviser and broker representative · Symmetry Partners
Marcia A. Pereira
CRD 5055435 · Watertown, CT
At a glance
Marcia A. Pereira is an investment adviser representative with Symmetry Partners in Watertown, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marcia’s SEC record dates to 2016, about 10 years ago. Marcia is also registered as a broker representative.
Current advisory firm
- Symmetry PartnersSince April 2026Watertown, CT · $4.7B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Marcia’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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- Cole D. ConnellyGlastonbury
- David E. Connelly Jr.Glastonbury
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