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Manager, Founder, Financial Advisor and Chief Compliance Officer · Clearview Family Wealth, LLC

Reggie Peral

CRD 6991790 · Named on Form ADV at one SEC-registered adviser

At a glance

Clearview Family Wealth, LLC, an SEC-registered asset manager based in Peabody, MA with $0 in regulatory assets, lists Reggie Peral on its Form ADV as Manager, Founder, Financial Advisor and Chief Compliance Officer, a control person.

Firms and roles

  • Clearview Family Wealth, LLCManager, Founder, Financial Advisor and Chief Compliance OfficerAsset manager · Peabody, MA · $0M in regulatory assets

AtlasMembers

Reggie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Reggie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.