Mark Richard Perry
Investment adviser representative at Choate Investment Advisors
25 yearsExperience
1 stateRegistered in
$10BFirm assets
29 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
Experience
25 years in the industry.
- Choate Investment AdvisorsOct 2023 to now
- Lowell Blake & Associates, LLCJun 2021 to Nov 2023
- National Securities CorporationMar 2021 to Jun 2021
- Winslow Wealth Management, LLCDec 2001 to Mar 2021
- Winslow, Evans & Crocker, Inc.Sep 2001 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MA).
Choate Investment Advisors
Legal name: Choate Investment Advisors LLC
$10BAssets managed
653Clients
15Advisers
29 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
- 2747385
- Firm CRD
- 106109