Timothy Christian Perryman
Investment adviser representative at Mirretti Perryman Wealth Strategies, LLC
6 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$178.9MFirm assets
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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
6 years in the industry.
- Mirretti Perryman Wealth Strategies, LLCMar 2016 to now
- Pinnacle Insurance and Financial Services, LLCMar 2018 to Mar 2022
- Raymond James Financial Services Advisors Inc.Mar 2016 to Mar 2022
- Raymond James Financial Services, Inc.Mar 2016 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Mirretti Perryman Wealth Strategies, LLC
$178.9MAssets managed
178Clients
3Advisers
4 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
- 4401313
- Firm CRD
- 319408