Joseph Alan Perry
Investment adviser representative at Aviso Wealth Management
15 yearsExperience
9 statesRegistered in
$621.3MFirm assets
27 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
Experience
15 years in the industry.
- OsaicSep 2023 to now
- Don Pepe's Garage LLCOct 2022 to now
- Aviso Wealth ManagementJan 2017 to now
- Aviso Wealth Management (potomac Investments)Apr 2013 to now
- Potomac InvestmentsApr 2013 to now
- Cetera Advisors LLCSep 2022 to Sep 2023
- Cetera AdvisorsMar 2020 to Nov 2021
- First Allied Advisory Services, Inc.Jan 2013 to Nov 2020
- First Allied Securities, Inc.Sep 2011 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 9 states (CA, DC, FL, MD, ME, PA, TX, VA, WA).
Aviso Wealth Management
$621.3MAssets managed
929Clients
9Advisers
27 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
- 2683158
- Firm CRD
- 108146