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Robert Montgomery Perry

PFG PRIVATE WEALTH MANAGEMENT, LLC·LUTZ, Florida
Series 7, Series 22, Series 6, Series 63ChFCClean recordPFG PRIVATE WEALTH MANAGEMENT, LLC
18572 N. DALE MABRY HWY, LUTZ, FL 33548CRD# 1039834Firm CRD# 282301

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Montgomery Perry · LUTZ, FL
Registration
CRD #1039834 · PFG PRIVATE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Montgomery Perry is a registered financial advisor based in LUTZ, Florida, affiliated with PFG PRIVATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
PFG PRIVATE WEALTH MANAGEMENT, LLC
PFG PRIVATE WEALTH MANAGEMENT, LLC
AUM
$204M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PFG PRIVATE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1039834
Firm CRD# 282301
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Montgomery Perry offer?
Robert Montgomery Perry specializes in Financial Planning, Investment Management. Contact their office in LUTZ, Florida for a consultation.
What are Robert Montgomery Perry's credentials?
Robert Montgomery Perry holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robert Montgomery Perry located?
Robert Montgomery Perry is based in LUTZ, Florida, working with PFG PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the LUTZ metropolitan area and surrounding communities.
How does Robert Montgomery Perry charge for services?
Robert Montgomery Perry'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 PFG PRIVATE WEALTH MANAGEMENT, LLC?
PFG PRIVATE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PFG PRIVATE WEALTH MANAGEMENT, LLC

Jeffrey Douglas Perry
LUTZ, FL

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