Unclaimed Profile

Deborah Ann Peri

REDWOOD PARK ADVISORS, LLC·REDWOOD CITY, California

Series 7, Series 63, Series 65Clean record23 years registeredREDWOOD PARK ADVISORS, LLC

3 TWIN DOLPHIN DRIVE, REDWOOD CITY, CA 94065CRD# 4362375Firm CRD# 307958

Profile Verification

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

Identity

Deborah Ann Peri · REDWOOD CITY, CA

Registration

CRD #4362375 · REDWOOD PARK ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

TEAM HEWINS, LLC

Jul 2024 – present

REDWOOD PARK ADVISORS

Sep 2020 – Jul 2024

REDWOOD CITY, CA

CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.

Apr 2011 – Jun 2021

REDWOOD CITY, CA

WELLS FARGO INVESTMENTS, LLC

Jan 2003 – Mar 2005

MENLO PARK, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 2, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REDWOOD PARK ADVISORS, LLC

CRD 307958 · SEC 801-128196

AUM

$121M

Regulatory assets under management

Employees

270 client accounts

Services offered by REDWOOD PARK ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 REDWOOD PARK ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Deborah Ann Peri offer?

Deborah Ann Peri specializes in Financial Planning, Investment Management. Contact their office in REDWOOD CITY, California for a consultation.

What are Deborah Ann Peri's credentials?

Deborah Ann Peri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deborah Ann Peri located?

Deborah Ann Peri is based in REDWOOD CITY, California, working with REDWOOD PARK ADVISORS, LLC. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.

How does Deborah Ann Peri charge for services?

Deborah Ann Peri'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 REDWOOD PARK ADVISORS, LLC?

REDWOOD PARK ADVISORS, LLC has approximately 2 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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