Michael A Perri
Investment adviser representative at Thrive Capital Management, LLC
13 yearsExperience
1 stateRegistered in
$656.7MFirm assets
5 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Thrive Capital Management, LLCJun 2026 to now
- EquitableJul 2024 to now
- Equitable Advisors, LLCJul 2023 to now
- LPL Financial LLCSep 2022 to Jul 2023
- Fidelity InvestmentsAug 2020 to Sep 2022
- UnemployedMay 2020 to Jul 2020
- TD AmeritradeJan 2019 to Apr 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2013 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CT).
Thrive Capital Management, LLC
$656.7MAssets managed
786Clients
17Advisers
5 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
- 5713530
- Firm CRD
- 281347