Alexander Brady Perry
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- PNC Wealth Management, LLCAug 2026 to now
- Cliftonlarsonallen Wealth Advisors LLCMay 2025 to Aug 2026
- Alpha Capital Family Office, LLCJul 2024 to May 2025
- Fidelity Brokerage Services LLCMar 2019 to Jul 2024
- Bank of AmericaNov 2017 to Mar 2019
- MassMutual ColoradoAug 2017 to Aug 2017
- Uber TechnologiesMay 2017 to Mar 2019
- LyftApr 2017 to Dec 2017
- Dancing Bear AspenMay 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
PNC Wealth Management
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7085791
- 129052