Douglas Kay Perry
Investment adviser representative at Mariner
30 yearsExperience
2 statesRegistered in
$125.4BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- MarinerJan 2022 to now
- Mariner Wealth AdvisorsDec 2021 to now
- Msec, LLCDec 2021 to now
- Perry Financial ServicesJul 2020 to Dec 2025
- Cascadia Advisory Services, LLCDec 2017 to Dec 2021
- Cetera Advisors LLCFeb 2012 to Dec 2021
- Cascadia Wealth ManagementApr 2004 to Dec 2021
- Perry Financial GroupMar 1996 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (OR, UT).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2260883
- Firm CRD
- 140195