Mary susan Brockington Perry
Investment adviser representative at Whitwell Advisors
15 yearsExperience
8 statesRegistered in
$116.8MFirm assets
1 yearFirm 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 assets
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
15 years in the industry.
- Whitwell AdvisorsJul 2026 to now
- Whitwell & Co., LLCJul 2026 to now
- UnemployedFeb 2025 to Jul 2026
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2025
- Wells Fargo Advisors LLCJul 2011 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 8 states (CA, FL, HI, NV, SC, TX, VA, WA).
Whitwell Advisors
Legal name: Whitwell & Co, LLC
$116.8MAssets managed
337Clients
6Advisers
1 yearIn 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
- 2530761
- Firm CRD
- 331958