Heather Wagner Perry
Investment adviser representative at Captrust
10 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 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 feePerformance-based
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
10 years in the industry.
- CaptrustMar 2026 to now
- Capfinancial Partners, LLC (captrust)Jan 2026 to now
- Suncoast Equity Management, LLCJun 2024 to Jan 2026
- Truist Advisory Services, Inc.Feb 2021 to May 2024
- Truist Investment Services, Inc.Feb 2021 to May 2024
- Bb&t Securities, LLCAug 2018 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 6695835
- Firm CRD
- 175112