ChooseAFinancialAdvisor.com
Advisors / Illinois / Chicago
3yrs

Luis Pereda

Financial advisor at Chicago Capital

Chicago, IL 60661Fiduciary advisor
Call the officeDirections

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
Office550 W. Washington Blvd. Suite. 1650, Chicago, IL 60661
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Chicago Capital

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
    Chicago Capital, LLCCurrent firm
  2. Nov 2023 – Aug 2024
    CorientPreviously

Questions to ask Luis

Tailored to Luis’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Luis

How do I contact Luis?

Call Chicago Capital at 312-429-2333 and ask for Luis Pereda. Luis works from the Chicago, IL office.

How long has Luis been a financial advisor?

Luis has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does Luis hold?

Series 65. Tap any license on this page to see what it allows.

Is Luis a fiduciary?

Luis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Luis paid?

Chicago Capital reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Luis for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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