Unclaimed Profile

John Bennett Petrick

PERENNIAL INVESTMENT ADVISORS, LLC·LOS ANGELES, California

SIE, Series 7, Series 66Clean record23 years registeredPERENNIAL INVESTMENT ADVISORS, LLC

11620 WILSHIRE BOULEVARD, LOS ANGELES, CA 90025CRD# 4624073Firm CRD# 286477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Bennett Petrick · LOS ANGELES, CA

Registration

CRD #4624073 · PERENNIAL INVESTMENT ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

PERENNIAL FINANCIAL SERVICES

Jun 2017 – present

LPL FINANCIAL LLC

Jan 2024 – Feb 2024

WESTLAKE VILLAGE, CA

LPL FINANCIAL LLC

Jul 2004 – Sep 2017

WESTLAKE VILLAGE, CA

UBS FINANCIAL SERVICES INC.

Mar 2003 – Jul 2004

BEVERLY HILLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 31, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERENNIAL INVESTMENT ADVISORS, LLC

CRD 286477 · SEC 801-110619

AUM

$1.5B

Regulatory assets under management

Employees

2,590 client accounts

Services offered by PERENNIAL INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PERENNIAL INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John Bennett Petrick offer?

John Bennett Petrick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are John Bennett Petrick's credentials?

John Bennett Petrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Bennett Petrick located?

John Bennett Petrick is based in LOS ANGELES, California, working with PERENNIAL INVESTMENT ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does John Bennett Petrick charge for services?

John Bennett Petrick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERENNIAL INVESTMENT ADVISORS, LLC?

PERENNIAL INVESTMENT ADVISORS, LLC has approximately 34 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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